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 “_____________”.

Description of the tabular statement

Column Name

Description

Statement Date

Displays the month and year of the statement.

<View PDF>

Click View PDF to download the statement.

Nick Name

Displays the name of the account.

Account Number

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.

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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