Elements Financial Personal Online and Mobile Banking eGuide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................7 Logging In.......................................................................................................................9 Logging Off ............................................................................................................................. 9 Resetting A Forgotten Password...............................................................................10 Home Page 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 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