Climate First Bank Consumer Help Guide

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Table of Contents

Getting Started 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 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 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