Climate First Bank Consumer Help Guide

First page Table of contents Next page Last page

Getting Started	8
User Enrollment	8
New User	8
Desktop	9
Mobile	11
Logging Off	11
Retrieve a Forgotten Username	12
Resetting a Forgotten Password	13
Accounts Page	14
Accounts Page Overview	14
Desktop	14
Desktop Account Details	15
Mobile	17
Desktop Account Preferences	19
Edit Account Name	19
Hide Account	20
Unhide Account	20
Mobile Account Preferences	21
Edit Account Name	21
Hide Account	22
Unhide Account	22
Viewing a Transaction Image	23
Desktop	23
Mobile	24
Attaching an Image to a Transaction	25
Desktop	25
Mobile	26
Security	27
Protecting Your Information	27
General Guidelines	27
Login ID and Password	27
Fraud Prevention	27
Alerts Overview	28
Desktop Delivery Preferences	28
Mobile Delivery Preferences	29
Editing Alerts	30
Security Alerts	30
Account Alerts	31
Secure Message Overview	32
Sending a Secure Message	33
Mobile Security	34
Enabling Touch ID, Fingerprint Login or Face ID	34
Enabling PIN Login	37
Transactions	39
Transfers	39
Creating a Template	39
Transfers	41
Managing Transfers	43
Editing or Deleting Templates	44
External Transfers	45
Transfering Money	45
Loan Payments & Transfers	46
Creating a Template	46
Initiating a Transaction	48
Managing Loan Payments and Transfers	50
Editing or Deleting Templates	51
Pay a Climate First Customer	52
Adding a Payee	52
Deleting a Payee	53
Sending Money	54
Viewing Payment Details	55
Check Deposit	56
Viewing Check Deposit History	57
Bill Pay	58
Bill Pay Overview	58
Creating a Payee	58
Editing a Payee	60
Deleting a Payee	61
Schedule Payments	62
Desktop	62
Mobile	63
Recurring Payments	64
Desktop	64
Mobile	65
Rush Delivery	66
Editing a Payment	67
Deleting a Payment	68
Picture Pay	69
Transfer Between My Accounts	71
Adding an External Account Using Plaid	71
Adding an External Account Manually	73
Verifying an External Account	74
Deleting an External Account	75
Transfering Money	76
Pay a Person	77
Updating Preferences	79
Services	80
Stop Payment Request	80
Single Check	80
Range of Checks	82
Reordering Checks	84
Statement Delivery	85
Account Reporting	87
Creating a New Report	87
Deleting an Existing Report	88
Editing an Existing Report	89
Running an Existing Report	90
Sphere Finance Manager	91
Initial Setup	91
Accessing Sphere Finance Manager	91
Linking an Account	92
Tagging Transactions	93
Splitting a Transaction	94
Sphere Dashboard	95
Budgets Overview	96
Adding Budgets	97
Managing Budgets	98
Cashflow Overview	100
Cashflow Add Income	101
Cashflow Add Bill	102
Goals Overview	103
Adding Goals	104
Save for Goals	104
Pay Off Goals	105
Managing Goals	106
Net Worth Overview	107
Spending by Category Overview	108
Settings	109
Profile	109
Settings	110
Changing Account Order	110
Text Enrollment	111
Desktop	111
Mobile	112
Locations	114
Branches Desktop	114
Branches Android	115
Branches Apple	116
ATMs	117
Contact Us	118
Important Phone Numbers	118

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