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Viewing Monthly Statements

From the Monthly Statements tab of the Statements page, the available statements are listed, by month, for the selected account(s) in a particular year.

To filter Monthly Statements for a specific period

  1. From Select Year, select <year>.
  2. Click Go.

The list of monthly statements for the selected account(s) in the selected year is displayed.

Note:�If there is no statement matching the search criteria, the system displays "No results found"x.

Description of the tabular statement

Column Name

Description

Download

Click View PDF to download the statement.

Nickname

Displays the name of the account.

Account #

Displays the account number.

Note:�The system displays account number based on the settings in the My Settings page. For more information on settings, see Display Settings.

Pages

Displays the number of pages available in the statement.

Date

Displays the date.

Inserts

You can select an insert from the drop-down menu. The information is displayed in a pop-up window.

Note:�The system displays No Inserts, if inserts are not available for the statement.

To sort the data in the statement

The data is sorted in ascending or descending order.

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