Elements Financial Personal Online and Mobile Banking eGuide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging In	10
Logging Off	10
Resetting a Forgotten Password	11
Home Page Overview	13
Account Details Overview	15
Quick Transfer	17
Account Nickname	18
Details & Settings	19
Manage Accounts	20
Overview	20
Manual Accounts	21
Adding a Manual Account	21
Editing a Manual Account	22
Deleting a Manual Account	23
Financial Tools Initial Setup	24
Enrolling in Financial Tools	24
Linking an Account	25
Unlinking an Account	26
Categorizing Transactions	27
Splitting a Transaction	28
Security	29
Protecting Your Information	29
General Guidelines	29
Login ID and Password	29
Fraud Prevention	29
Security Preferences	30
Change Password	30
Change Login ID	31
Secure Delivery	32
Mobile Security Preferences	33
Enabling Touch ID or Fingerprint Login	33
Enabling Passcode Authentication	35
Enabling Face ID	36
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	37
Alerts Overview	38
Account Alerts	39
History Alerts	40
Online Transaction Alerts	41
Security Alerts Overview	42
Editing Delivery Preferences	42
Enabling and Disabling Push Notifications	43
Secure Message Overview	44
Sending a Secure Message	45
Transactions	46
Transfer Funds	46
Loan Payments	48
Send Money with Zelle® Setup	50
Initial Setup	50
Adding a Recipient	51
Editing a Recipient	53
Send Money with Zelle®	54
Request Money with Zelle®	55
Split Payment with Zelle®	56
Zelle® Settings	58
Add a Personal External Transfer Account	59
Instant Verification	59
Verify an External Transfer Account with Micro-Deposits	60
Manage External Transfer Accounts	62
Nickname External Transfer Accounts	62
Remove External Transfer Accounts	63
Online Activity Overview	64
Using Filters	65
Creating or Deleting Custom Views Using Favorites	66
Editing Transactions	67
Canceling Transactions	68
Services	69
Stop Payment Request	69
Single Check	69
Multiple Checks	70
Check Reorder	71
Statements	72
Enrolling in Statements	72
Update Your Statement Profile	74
Credit Score and Report	75
Mobile RDC Enrollment	76
Mobile Deposits	77
CardSwap	78
Getting Started	78
Overview	80
Direct Deposit Switch	81
Direct Deposits	81
Manual Switch	81
Switch Assist	83
Recurring Payments	86
Manual Switch	86
Switch Assist	87
Existing Switches	89
Settings	90
Contact Info	90
Text Enrollment	91
Accessibility	93
Locations	94
ATMs & Branches	94
Financial Tools	95
Online Banking Home Page	95
Spending Overview	96
Spending: Recategorizing a Transaction	97
Budgets Overview	99
Auto-generated Budgets	100
Budgets From Scratch	100
Editing or Deleting a Budget	101
Managing Budgets	102
Trends Overview	103
Cash Flow Overview	104
Adding a Suggested Cash Event	105
Creating Your Own Cash Event	106
Editing, Deleting or Skipping a Cash Event	108
Net Worth Overview	109
Debts Overview	110
Bill Pay	111
Pay with Bill Pay Overview	111
Hiding or Unhiding Payees from Payment Screen	113
Hide a Payee	113
Unhide a Payee	113
Creating a Payee Overview	114
Creating a Payee: Company	115
For a Known Payee	116
For an Unknown Payee	117
Creating a Payee: Person	118
Part 1 of 3: Choosing Payee and Payment Method	118
Part 2 of 3: Adding Payee Information	119
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	120
Editing a Payee	121
Deleting a Payee	122
Scheduling Payments	123
Rush Delivery	124
Recurring Payments	126
Editing Payments	128
Skipping Payments	130
Deleting Payments	131
Setting Up eBills	132
Adding an Account	133
Editing an Account	134
Deleting an Account	135
Editing Alerts	136
Categories	137
Editing a Category	138
Deleting a Category	139
GiftPay Overview	140
Creating a Recipient: Gift Check	141
Creating a Recipient: Donation	143
Sending a Gift	145
Sending a Donation	147
Editing a Gift or Donation Recipient	149
Deleting a Gift or Donation Recipient	150
Editing a Pending Gift or Donation	152
Deleting a Pending Gift or Donation	154

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