Elements Financial Personal Online and Mobile Banking eGuide

First page Table of contents Next page Last page

Getting Started	7
New User Enrollment	7
Logging In	9
Logging Off	9
Resetting A Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Summary Overview	14
Account Details Overview	15
Account Nickname	17
Account Grouping	18
Editing a Group Name	19
Deleting a Group	19
Security	20
Protecting Your Information	20
General Guidelines	20
Login ID and Password	20
Fraud Prevention	20
Login Preferences	21
Change Password	21
Change Login ID	22
Secure Delivery	23
Mobile Security Preferences	24
Enabling Touch ID or Fingerprint Login	24
Enabling Passcode Authentication	26
Disabling Passcode Authentication, Touch ID or Fingerprint Login	27
Enabling Face ID	28
Alerts Overview	29
Account Alerts	30
History Alerts	31
Online Transaction Alerts	32
Reminder	33
Security Alerts Overview	34
Edit Delivery Preferences	34
Enabling and Disabling Push Notifications	35
Secure Message Overview	36
Sending a Secure Message	37
Transaction Types	38
Transfers & Payments	38
Transactions	40
Transfer Funds	40
Adding A Personal External Account	42
Verifying A Personal External Account	43
Loan Payments	44
Send Money with Zelle® Setup	46
Initial Setup	46
Adding a Recipient	47
Editing a Recipient	49
Send Money with Zelle®	50
Request Money with Zelle®	51
Split Payment with Zelle®	52
Zelle® Activity	54
Zelle® Settings	55
Online Activity Log Overview	56
Using Filters	57
Creating or Deleting Custom Views Using Favorites	57
Editing Transactions	58
Canceling Transactions	59
Bill Pay	60
Payments Overview	60
Hiding or Unhiding Payees from Payment Screen	61
Creating a Payee Overview	62
Creating a Payee: Company	63
Creating a Payee: Person	65
Part 1 of 2: Choosing Payee and Payment Method	65
Part 2 of 2: Adding Payee Information	66
Editing a Payee	67
Deleting a Payee	68
Scheduling Payments	69
Rush Delivery	70
Recurring Payments	72
Editing Payments	73
Skipping Payments	74
Canceling Payments	75
Setting Up eBills	76
Adding an Account	77
Editing an Account	78
Deleting an Account	79
Editing Alerts	80
Categories	81
Editing a Category	82
Deleting a Category	83
Personal Financial Management	84
Initial Setup	84
Linking an Account	84
Categorizing Transactions	85
Splitting a Transaction	86
Online Banking Home Page	87
Net Worth Overview	88
Budgets Overview	89
Editing or Deleting a Budget	90
Managing Budgets	91
Spending Overview	92
Spending: Recategorizing a Transaction	93
Trends Overview	95
Debts Overview	96
Services	97
Stop Payment Request	97
Single Check	97
Multiple Checks	98
Reordering Checks	99
Enrolling in Statements	100
Update your Statement Profile	102
CardSwap	103
Getting Started	103
Overview	105
Mobile RDC Enrollment	106
Mobile Deposits	107
Settings	108
Account Preferences	108
Text Enrollment	109
Address Change	111
Accessibility	112
Locations	113
Branches and ATMs	113

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