Climate First Bank Business User Help Guide

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Wires and ACH Transactions Editing a Recipient

If a recipient’s account or personal information changes, an authorized user can make edits from the Business Payments screen.

1

In the sidebar, click Wires & ACH . 1. Find the recipient you want to edit, click the

icon and select “Edit”

(Desktop) or “View Details” (Mobile). 2. Make changes to the recipient’s information. Click the Save button and, then the Close button.

Wires and ACH Transactions: Editing a Recipient

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