Climate First Bank Consumer Help Guide

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Editing Alerts................................................................................................................29 Security Alerts....................................................................................................................... 29 Account Alerts....................................................................................................................... 30 Secure Message Overview.........................................................................................31 Sending a Secure Message.........................................................................................32 Mobile Security Enabling Touch ID, Fingerprint Login or Face ID.....................................................33 Enabling PIN Login......................................................................................................36 Transactions 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 Bill Pay Overview.........................................................................................................61 Creating a Payee................................................................................................................... 61 Editing a Payee.............................................................................................................63 Deleting a Payee..........................................................................................................64 Schedule Payments.....................................................................................................65 Desktop. ................................................................................................................................ 65