Climate First Bank Business User Help Guide

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Adding an External Account Manually

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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 X icon to exit Plaid..

5. Enter a name and nickname for the account. 6. Enter the routing number and account number. 7. Choose an account type. 8. Click the Add Account button.

Note : In two to three business days, two micro-deposits will appear in your external account. Once you receive those deposits, go to the Accounts tab to verify the account.

Bill Pay: Transfer Between My Accounts