Elements Financial Personal Online and Mobile Banking eGuide

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Transactions Adding A Personal External Account

Your private accounts at other financial institutions can be linked to Online Banking with Elements so you can transfer money between two banks without ever leaving home! You can link your account instantly through our Plaid integration.

1

In the Transfers & Payments tab, click Manage External Accounts . 1. Click the Link via Instant Verification button. 2. Enter the necessary information to add your external account. 3. Accounts verified with credentials through Plaid will now appear under the external accounts section. Click the Continue button.

Transactions: Adding A Personal External Account

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