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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 as PDF, click on the download button next to the balance amount. If you wish to download it as an Excel or CSV, click on the Download as button then select the file type. Your statement will then download.

download_statement_step_3.png

4. To download statements from previous months:

  • Click on the Month selector box and then select the month and year.

step_4.png

  • Click on the download button next to the balance amount. If you wish to download it as an Excel or CSV, click on the Download as button then select the file type. Your statement will then download.

download_statement_step_3.png

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