Elements Financial Personal Online and Mobile Banking eGuide

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Transactions Add a Personal External Transfer Account Your private accounts at other financial institutions can be linked to Online Banking with Elements, so you can transfer money between two financial institutions without ever leaving home! There are two simple ways to add an external account. Instant Verification If available at your External Transfer financial institution, you can link your account instantly through our Plaid integration.

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In the Transfers & Payments tab, click Manage External Accounts . 1. Click the Link via Instant Verification button. 2. Enter the necessary information to add your external account. 3. Accounts verified with credentials through Plaid will now appear under the external accounts section. Click the Continue button.

Transactions: Add a Personal External Transfer Account