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How do I download my statement?

Follow the simple steps below to download statement:

1. Select an account you wish to download your statement for.

  • For single account, proceed to Step 2.
  • For multiple accounts, click on the account selector button at the top next to your name and select an account. You can select All accounts should you wish to download statements from all of your accounts.

Step_1.png

2. On the Dashboard, click on View statements or go to Financials then Statements.

Step_2.png

3. To download your latest statement, click on the Download button in the middle right section of the Statements page then Download latest statement. Your statement will then download as PDF.

Step_3.png

4. To download statements from previous months:

  • Click on the Month selector then Search.

Step_4.png

  • Then click on the Download arrow button then Download statement for [Month].

Step_5.png

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