Elements Financial Personal Online and Mobile Banking eGuide

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Transaction Types Transfers & Payments.................................................................................................38 Transactions Transfer Funds.............................................................................................................40 Adding A Personal External Account.........................................................................42 Verifying A Personal External Account......................................................................43 Loan Payments............................................................................................................44 Send Money with Zelle ® Setup...................................................................................46 Initial Setup. .......................................................................................................................... 46 Adding a Recipient.......................................................................................................47 Editing a Recipient.......................................................................................................49 Send Money with Zelle ®................................................................................................................................................................ 50 Request Money with Zelle ®....................................................................................................................................................... 51 Split Payment with Zelle ®............................................................................................................................................................ 52 Zelle ® Activity................................................................................................................54 Zelle ® Settings. .............................................................................................................55 Online Activity Log Overview. ....................................................................................56 Using Filters........................................................................................................................... 57 Creating or Deleting Custom Views Using Favorites........................................................ 57 Editing Transactions............................................................................................................. 58 Canceling Transactions........................................................................................................ 59 Bill Pay Payments Overview. ...................................................................................................60 Hiding or Unhiding Payees from Payment Screen........................................................... 61 Creating a Payee Overview. .......................................................................................62 Creating a Payee: Company.......................................................................................63 Creating a Payee: Person............................................................................................65 Part 1 of 2: Choosing Payee and Payment Method. ........................................................ 65 Part 2 of 2: Adding Payee Information. ............................................................................. 66 Editing a Payee.............................................................................................................67 Deleting a Payee..........................................................................................................68 Scheduling Payments..................................................................................................69 Rush Delivery...............................................................................................................70 Recurring Payments....................................................................................................72 Editing Payments.........................................................................................................73 Skipping Payments......................................................................................................74 Canceling Payments....................................................................................................75 Setting Up eBills...........................................................................................................76 Adding an Account......................................................................................................77 Editing an Account.......................................................................................................78