Where can I view my account balances?

Follow the steps below to view your account balances:

1. Select the account that you wish to view account balances for.

  • For single account, proceed to Step 2.
  • For multiple accounts, click on the green filter button on the top right section of the Dashboard and select the account you wish to view account balances for.

2. On the Dashboard, click Financials.

3. Select Account Balance. Account Balances within the last 12 months will then display by default.

4. To filter by month, click the calendar icon, select a month then click Search. Account Balances within the last 12 months prior to the month selected will then display.


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