Climate First Bank Business User Help Guide

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7. You will see a confirmation screen, click the Continue button. 8. Plaid will pull the accounts linked to the credentials that you provided. Select the accounts you want to add and click the Add Accounts button. 9. Accounts verified with credentials through Plaid will now appear under the external accounts section.

Note : If your bank is one listed, enter that Financial Institution’s username and password. If it is not listed you need to exit out of the PLAID screen and continue to page 58 to add an external account manually.

Bill Pay: Transfer Between My Accounts