Elements Financial Personal Online and Mobile Banking eGuide

20

Manage Accounts Overview

The Manage Accounts page offers several options and features for you to manage and personalize your accounts.

E

D

A

C

B

Click the View all accounts button at the bottom of the accounts list. A. Click and drag an account to change its order in your account list. Any changes to the order of your accounts will be reflected on your Home Page. B. Click the icon next to an account to set it as a favorite and make it viewable on your Home Page. C. Click the icon to view activity, nickname an account, favorite or unfavorite an account, move an account, or view additional settings. D. Click the Accounts, Manual Accounts, External Accounts or Sync Manager tabs to view and manage additional types of accounts. E. Click the + Add account button to add a new account. a. Select “Link an Account” to view your balance and history from other banks and credit unions. For more information go to page 25. b. Select “Add an External Account” to connect an external account. Go to page 59 for more information. c. Select “Create a Manual Account” to track additional assets and debts. Go to page 21 for more information.

Manage Accounts: Overview