Climate First Bank Consumer Help Guide

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Linking an Account Your Climate First Bank accounts are automatically linked to Sphere Finance Manager. You can also link your external accounts.

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Click the icon and select “Link Account .” 1. Locate your financial institution using the list or the search bar. 2. Select and account type. 3. Enter your user ID and password and click the Connect button to finish linking an account.

Note : Financial Institutions may have different or additional security procedures to qualify an account link to Sphere Finanace Manager.

Sphere Finance Manager: Initial Setup