Climate First Bank Business User Help Guide

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Bill Pay Transfer Between My Accounts

Your private accounts at other financial institutions can be linked to online banking with Climate First Bank, so you can transfer money between two banks without ever leaving home! When you add another account, you are asked to verify your ownership of that account by confirming two small deposits Climate First Bank makes into the external account. Adding an External Account Using Plaid 1

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In the Sidebar Menu , click Make a Payment . 1. Select Transfer Between My Accounts using the “I want to” drop-down. 2. Click the Accounts tab. 3. Click the icon to add an account. 4. Click the Continue button. 5. Select a Financial Institution from the list or use the search box to filter the results. 6. Enter your credentials and click the Submit button.

Bill Pay: Transfer Between My Accounts