Climate First Bank Consumer Help Guide

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Settings Text Enrollment

Text Banking allows you to manage your accounts while on the go. Once enrolled, you can check balances, review account history and transfer funds from your Online Banking account using any text-enabled device. Desktop

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drop-down at the top-right corner of the page, click Settings .

In the

1. Click the Text Banking button. 2. Click the

icon to enter your SMS text number, then click the

icon to

save your number.

3. Click the

icon to select a primary account to enroll in Text Banking.

4. (Optional) Click the

icon to select a From Account for which transfers will

be made using TRANS command. 5. Click the Confirm button when you are finished.

Note : Once you sign up for Text Banking, you will receive a text confirmation. Please save the number for future text banking.

Settings: Text Enrollment