Climate First Bank Consumer Help Guide

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Table of Contents Getting Started

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 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 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