Climate First Bank Business User Help Guide

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1. Use the drop-downs to select a recipient by their name. 2. Use the drop-downs to select the account type, pay type and +/- type. 3. Enter the amount. 4. Click the icon to add an addenda. 5. Click the Add Recipient button. 6. Repeat steps 1-5 to add additional recipients. 7. Click the Review button.

Wires and ACH Transactions: Deleting a Recipient