Climate First Bank Business User Help Guide

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Preferences ....................................................................................................................... 126 Reporting ........................................................................................................................... 127 Research ............................................................................................................................ 128 Demand Deposit Marketplace View R&T Balances................................................................................................... 129 To Get Started ................................................................................................................... 129 Accounts ............................................................................................................................ 130 Account Summary ............................................................................................................ 130 Transactions ..................................................................................................................... 131 Opt-Outs ........................................................................................................................... 131 Reports and Exporting Data Account Transaction Exports.................................................................................. 132 Creating a New Report ..................................................................................................... 132 Deleting an Existing Report ............................................................................................. 133 Editing an Existing Report................................................................................................ 134 Running an Existing Report ............................................................................................. 135 Quicken Data Files ................................................................................................... 136 Backing Up Data File......................................................................................................... 136 Register a Quicken Data File with a Quicken ID ............................................................ 136 Set Up an Account for Online Banking (Direct Connect).............................................. 137 Updating Accounts: The One Step Update .................................................................... 138 Services Manage Debit Card.................................................................................................. 139 Disabling or Enabling a Card ........................................................................................... 139 Stop Payment Request............................................................................................ 140 Single Check ...................................................................................................................... 140 Range of Checks................................................................................................................ 142 Reordering Checks................................................................................................... 144 Statement Delivery .................................................................................................. 145 Document Center .................................................................................................... 146 Settings...................................................................................................................... 147 Changing Account Order.................................................................................................. 147 Locations Branches Desktop.................................................................................................... 148 Branches Android .................................................................................................... 149 Branches Apple ........................................................................................................ 150 ATMs.......................................................................................................................... 151 Contact Us Important Phone Numbers .................................................................................... 152