Elements Financial Personal Online and Mobile Banking eGuide

Getting Started7
New User Enrollment7
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview14
Account Details Overview15
Account Nickname17
Account Grouping18
Editing a Group Name19
Deleting a Group19
Security20
Protecting Your Information20
General Guidelines20
Login ID and Password20
Fraud Prevention20
Login Preferences21
Change Password21
Change Login ID22
Secure Delivery23
Mobile Security Preferences24
Enabling Touch ID or Fingerprint Login24
Enabling Passcode Authentication26
Disabling Passcode Authentication, Touch ID or Fingerprint Login27
Enabling Face ID28
Alerts Overview29
Account Alerts30
History Alerts31
Online Transaction Alerts32
Reminder33
Security Alerts Overview34
Edit Delivery Preferences34
Enabling and Disabling Push Notifications35
Secure Message Overview36
Sending a Secure Message37
Transaction Types38
Transfers & Payments38
Transactions40
Transfer Funds40
Adding A Personal External Account42
Manage External Transfer Accounts43
Nickname External Transfer Accounts43
Remove External Transfer Accounts44
Loan Payments45
Send Money with Zelle® Setup47
Initial Setup47
Adding a Recipient48
Editing a Recipient50
Send Money with Zelle®51
Request Money with Zelle®52
Split Payment with Zelle®53
Zelle® Activity55
Zelle® Settings56
Online Activity Log Overview57
Using Filters58
Creating or Deleting Custom Views Using Favorites58
Editing Transactions59
Canceling Transactions60
Bill Pay61
Payments Overview61
Hiding or Unhiding Payees from Payment Screen62
Creating a Payee Overview63
Creating a Payee: Company64
Creating a Payee: Person66
Part 1 of 2: Choosing Payee and Payment Method66
Part 2 of 2: Adding Payee Information67
Editing a Payee68
Deleting a Payee69
Scheduling Payments70
Rush Delivery71
Recurring Payments73
Editing Payments74
Skipping Payments75
Canceling Payments76
Setting Up eBills77
Adding an Account78
Editing an Account79
Deleting an Account80
Editing Alerts81
Categories82
Editing a Category83
Deleting a Category84
Personal Financial Management85
Initial Setup85
Linking an Account85
Categorizing Transactions86
Splitting a Transaction87
Online Banking Home Page88
Net Worth Overview89
Budgets Overview90
Editing or Deleting a Budget91
Managing Budgets92
Spending Overview93
Spending: Recategorizing a Transaction94
Trends Overview96
Debts Overview97
Services98
Stop Payment Request98
Single Check98
Multiple Checks99
Reordering Checks100
Enrolling in Statements101
Update your Statement Profile103
CardSwap104
Getting Started104
Overview106
Mobile RDC Enrollment107
Mobile Deposits108
Settings109
Account Preferences109
Text Enrollment110
Address Change112
Accessibility113
Locations114
Branches and ATMs114

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