Climate First Bank Business User Help Guide

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Initiating a Transaction

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7 In the Sidebar Menu , click Make a Loan Payment . 1. Click the Transfer Funds tab.

2. (Optional) Use the drop-down to select a previously created template. 3. Select the accounts to transfer funds between using the “From” and “To” drop-downs. 4. Enter the date to send the transaction. 5. Use the drop-down menu to select a transfer type. 6. Enter the amount to transfer. 7. (Optional) Enter a memo.

Money Movement: Loan Payments & Transfers