Elements Financial Personal Online and Mobile Banking eGuide

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Table of Contents Getting Started

New User Enrollment ...................................................................................................8 Logging In.....................................................................................................................10 Logging Off ........................................................................................................................... 10 Resetting a Forgotten Password ...............................................................................11 Home Page Overview .................................................................................................13 Account Details Overview ..........................................................................................15 Quick Transfer.............................................................................................................17 Account Nickname......................................................................................................18 Details & Settings........................................................................................................19 Manage Accounts Overview ......................................................................................................................20 Manual Accounts ........................................................................................................21 Adding a Manual Account................................................................................................... 21 Editing a Manual Account ................................................................................................... 22 Deleting a Manual Account................................................................................................. 23 Financial Tools Initial Setup .......................................................................................24 Enrolling in Financial Tools ................................................................................................. 24 Linking an Account............................................................................................................... 25 Unlinking an Account .......................................................................................................... 26 Categorizing Transactions .................................................................................................. 27 Splitting a Transaction......................................................................................................... 28 Security Protecting Your Information......................................................................................29 General Guidelines .............................................................................................................. 29 Login ID and Password........................................................................................................ 29 Fraud Prevention ................................................................................................................. 29 Security Preferences...................................................................................................30 Change Password ................................................................................................................ 30 Change Login ID ................................................................................................................... 31 Secure Delivery .................................................................................................................... 32 Mobile Security Preferences......................................................................................33 Enabling Touch ID or Fingerprint Login ............................................................................ 33 Enabling Passcode Authentication .................................................................................... 35 Enabling Face ID................................................................................................................... 36 Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login.............. 37