Elements Financial Personal Online and Mobile Banking eGuide
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Credit Score and Report.............................................................................................75 Mobile RDC Enrollment..............................................................................................76 Mobile Deposits ..........................................................................................................77 CardSwap .....................................................................................................................78 Getting Started ..................................................................................................................... 78 Overview ............................................................................................................................... 80 Direct Deposit Switch Direct Deposits............................................................................................................81 Manual Switch ...................................................................................................................... 81 Switch Assist ......................................................................................................................... 83 Recurring Payments ...................................................................................................86 Manual Switch ...................................................................................................................... 86 Switch Assist ......................................................................................................................... 87 Existing Switches.........................................................................................................89 Settings Contact Info .................................................................................................................90 Text Enrollment...........................................................................................................91 Accessibility..................................................................................................................93 Locations ATMs & Branches........................................................................................................94 Financial Tools Online Banking Home Page.......................................................................................95 Spending Overview.............................................................................................................. 96 Spending: Recategorizing a Transaction........................................................................... 97 Budgets Overview................................................................................................................ 99 Auto-generated Budgets.................................................................................................. 100 Budgets From Scratch ...................................................................................................... 100 Editing or Deleting a Budget............................................................................................ 101 Managing Budgets............................................................................................................ 102 Trends Overview ............................................................................................................... 103 Cash Flow Overview.......................................................................................................... 104 Adding a Suggested Cash Event...................................................................................... 105 Creating Your Own Cash Event ....................................................................................... 106 Editing, Deleting or Skipping a Cash Event .................................................................... 108 Net Worth Overview ......................................................................................................... 109 Debts Overview................................................................................................................. 110
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