Elements Financial Personal Online and Mobile Banking eGuide

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Adding an Account......................................................................................................78 Editing an Account ......................................................................................................79 Deleting an Account ...................................................................................................80 Editing Alerts ...............................................................................................................81 Categories ....................................................................................................................82 Editing a Category.......................................................................................................83 Deleting a Category ....................................................................................................84 Personal Financial Management Initial Setup..................................................................................................................85 Linking an Account............................................................................................................... 85 Categorizing Transactions .................................................................................................. 86 Splitting a Transaction......................................................................................................... 87 Online Banking Home Page.......................................................................................88 Net Worth Overview ............................................................................................................ 89 Budgets Overview................................................................................................................ 90 Editing or Deleting a Budget............................................................................................... 91 Managing Budgets............................................................................................................... 92 Spending Overview.............................................................................................................. 93 Spending: Recategorizing a Transaction........................................................................... 94 Trends Overview .................................................................................................................. 96 Debts Overview.................................................................................................................... 97 Services Stop Payment Request...............................................................................................98 Single Check ......................................................................................................................... 98 Multiple Checks ................................................................................................................... 99 Reordering Checks................................................................................................... 100 Enrolling in Statements ................................................................................................... 101 Update your Statement Profile .............................................................................. 103 CardSwap.................................................................................................................. 104 Getting Started.................................................................................................................. 104 Overview ............................................................................................................................ 106 Mobile RDC Enrollment........................................................................................... 107 Mobile Deposits ...................................................................................................... 108 Settings Account Preferences ............................................................................................... 109 Text Enrollment........................................................................................................ 110 Address Change ....................................................................................................... 112 Accessibility............................................................................................................... 113 Locations Branches and ATMs................................................................................................. 114