Business Online Banking and Mobile App Resources Statements
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STATEMENTS
eStatements provide 18 rolling months of statements, as well as related notices and the ability to add additional email recipients.
Note: individual users must be set up by the company administrator with access in Cash Management, under CM Users, account settings. Each individual account must have View Electronic Documents checked.
eSTATEMENTS
eStatements provide 18 rolling months of statements, as well as related notices and the ability to add additional email recipients.
ENROLLMENT
1. In the Accounts section of the dashboard, or from the Accounts screen, select an account. Select eStatements.
2. Review the disclosure, agree to the terms, and click Enroll Now.
3. Under Sign Up/Changes, make a check mark next to each account you would like to enroll for Statements. Click Save Settings.
STATEMENTS AND NOTICES
Once enrolled in Statements, your most recent statements will be available under the Statements and Notices submenu.
1. Under Statements and Notices you can View, or Download the most recent account statements.
2. Click on the account name drop-down menu to access other account statements.
DOCUMENTS AND SETTINGS
To add or adjust your enrolled accounts for Statements available online:
1. Under SignUp/Changes, place a check mark next to Enroll Accounts, and Document Types that you want to access electronically
ADDITIONAL RECIPIENTS
You can add additional recipients to receive an email with a secure Statement login.
1. Under Additional Recipients, click Add Additional Recipients.
2. Input a unique Username, Email Address, and Access PIN and click Save. The recipient will use their Username and Access PIN each month to open the Statement. This will not give them any additional access to the account(s).
3. The Statement recipient will be shown under Additional Recipients. Click Assign Documents to select the accounts statements that the recipient will be able to access.
4. Place a check mark next to each account you would like to send to your recipient. Click Save Settings. Agree to the disclosures by clicking I Agree.
