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 Manage External Transfer Accounts.........................................................................43 Nickname External Transfer Accounts.............................................................................. 43 Remove External Transfer Accounts ................................................................................. 44 Loan Payments............................................................................................................45 Send Money with Zelle ® Setup...................................................................................47 Initial Setup........................................................................................................................... 47 Adding a Recipient ......................................................................................................48 Editing a Recipient ......................................................................................................50 Send Money with Zelle ®................................................................................................................................................................ 51 Request Money with Zelle ® ...................................................................................................................................................... 52 Split Payment with Zelle ®............................................................................................................................................................ 53 Zelle ® Activity ...............................................................................................................55 Zelle ® Settings ..............................................................................................................56 Online Activity Log Overview.....................................................................................57 Using Filters .......................................................................................................................... 58 Creating or Deleting Custom Views Using Favorites ....................................................... 58 Editing Transactions ............................................................................................................ 59 Canceling Transactions ....................................................................................................... 60 Bill Pay Payments Overview....................................................................................................61 Hiding or Unhiding Payees from Payment Screen .......................................................... 62 Creating a Payee Overview ........................................................................................63 Creating a Payee: Company.......................................................................................64 Creating a Payee: Person ...........................................................................................66 Part 1 of 2: Choosing Payee and Payment Method ......................................................... 66 Part 2 of 2: Adding Payee Information.............................................................................. 67 Editing a Payee ............................................................................................................68 Deleting a Payee .........................................................................................................69 Scheduling Payments .................................................................................................70 Rush Delivery...............................................................................................................71 Recurring Payments ...................................................................................................73 Editing Payments ........................................................................................................74 Skipping Payments .....................................................................................................75 Canceling Payments ...................................................................................................76 Setting Up eBills ..........................................................................................................77