Climate First Bank Consumer Help Guide

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Secure Message Overview .........................................................................................32 Sending a Secure Message ........................................................................................33 Mobile Security Enabling Touch ID, Fingerprint Login or Face ID.....................................................34 Enabling PIN Login......................................................................................................37 Transactions 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 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