Climate First Bank Consumer Help Guide

6

Mobile.................................................................................................................................... 66 Recurring Payments....................................................................................................67 Desktop. ................................................................................................................................ 67 Mobile.................................................................................................................................... 68 Rush Delivery...............................................................................................................69 Editing a Payment.......................................................................................................70 Deleting a Payment.....................................................................................................71 Picture Pay....................................................................................................................72 Transfer Between My Accounts.................................................................................74 Adding an External Account Using Plaid........................................................................... 74 Adding an External Account Manually............................................................................... 76 Verifying an External Account............................................................................................. 77 Deleting an External Account.............................................................................................. 78 Transfering Money............................................................................................................... 79 Pay a Person................................................................................................................80 Updating Preferences.................................................................................................82 Services Stop Payment Request...............................................................................................83 Single Check ......................................................................................................................... 83 Range of Checks................................................................................................................... 85 Reordering Checks......................................................................................................87 Manage Debit Card.....................................................................................................88 e-Statements & e-Notices...........................................................................................89 Account Reporting.......................................................................................................90 Creating a New Report......................................................................................................... 90 Deleting an Existing Report................................................................................................. 91 Editing an Existing Report................................................................................................... 92 Running an Existing Report................................................................................................. 93 Sphere Finance Manager Initial Setup..................................................................................................................94 Accessing Sphere Finance Manager .................................................................................. 94 Linking an Account............................................................................................................... 95 Tagging Transactions........................................................................................................... 96 Splitting a Transaction......................................................................................................... 97 Sphere Dashboard......................................................................................................98 Budgets Overview................................................................................................................ 99 Adding Budgets................................................................................................................. 100

Made with FlippingBook - professional solution for displaying marketing and sales documents online