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	10
Logging Off	10
Retrieve a Forgotten Username	11
Resetting a Forgotten Password	12
Accounts Page	13
Accounts Page Overview	13
Desktop	13
Desktop Account Details	14
Mobile	16
Desktop Account Preferences	18
Edit Account Name	18
Hide Account	19
Unhide Account	19
Mobile Account Preferences	20
Edit Account Name	20
Hide Account	21
Unhide Account	21
Viewing a Transaction Image	22
Desktop	22
Mobile	23
Attaching an Image to a Transaction	24
Desktop	24
Mobile	25
Security	26
Protecting Your Information	26
General Guidelines	26
Login ID and Password	26
Fraud Prevention	26
Alerts Overview	27
Desktop Delivery Preferences	27
Mobile Delivery Preferences	28
Editing Alerts	29
Security Alerts	29
Account Alerts	30
Secure Message Overview	31
Sending a Secure Message	32
Mobile Security	33
Enabling Touch ID, Fingerprint Login or Face ID	33
Enabling PIN Login	36
Transactions	38
Transfers	38
Creating a Template	38
Transfers	40
Managing Transfers	42
Editing or Deleting Templates	43
External Transfers	44
Transfering Money	44
Wire Transfers	45
Loan Payments & Transfers	49
Creating a Template	49
Initiating a Transaction	51
Managing Loan Payments and Transfers	53
Editing or Deleting Templates	54
Pay a Climate First Customer	55
Adding a Payee	55
Deleting a Payee	56
Sending Money	57
Viewing Payment Details	58
Check Deposit	59
Viewing Check Deposit History	60
Bill Pay	61
Bill Pay Overview	61
Creating a Payee	61
Editing a Payee	63
Deleting a Payee	64
Schedule Payments	65
Desktop	65
Mobile	66
Recurring Payments	67
Desktop	67
Mobile	68
Rush Delivery	69
Editing a Payment	70
Deleting a Payment	71
Picture Pay	72
Transfer Between My Accounts	74
Adding an External Account Using Plaid	74
Adding an External Account Manually	76
Verifying an External Account	77
Deleting an External Account	78
Transfering Money	79
Pay a Person	80
Updating Preferences	82
Services	83
Stop Payment Request	83
Single Check	83
Range of Checks	85
Reordering Checks	87
Manage Debit Card	88
e-Statements & e-Notices	89
Account Reporting	90
Creating a New Report	90
Deleting an Existing Report	91
Editing an Existing Report	92
Running an Existing Report	93
Sphere Finance Manager	94
Initial Setup	94
Accessing Sphere Finance Manager	94
Linking an Account	95
Tagging Transactions	96
Splitting a Transaction	97
Sphere Dashboard	98
Budgets Overview	99
Adding Budgets	100
Managing Budgets	101
Cashflow Overview	103
Cashflow Add Income	104
Cashflow Add Bill	105
Goals Overview	106
Adding Goals	107
Save for Goals	107
Pay Off Goals	108
Managing Goals	109
Net Worth Overview	110
Spending by Category Overview	111
Settings	112
Profile	112
Settings	113
Changing Account Order	113
Text Enrollment	114
Desktop	114
Mobile	115
Locations	117
Branches Desktop	117
Branches Android	118
Branches Apple	119
ATMs	120
Important Phone Numbers	121

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