How do I View my Statements/Transactions?

Step 1 – Go to the View Statement Page

This page can be located by clicking on the, ‘Accounts,’ option on the main menu on the left side of the page. Then click the, ‘View Statement,’ tab at the top of the page.


Step 2 – Select a Balance to View

Use the first two text boxes on the page to select, where applicable, an account and a balance to view.


Step 3 – Select a Time Period

The third drop down box allows you to specify the time period you wish to view transactions for. To specify two exact dates, click on the link at the top of the page that reads, ‘Click here to view a statement between 2 dates.’ Doing so will present you with two boxes to specify the dates. The final drop down box on this page allows you to specify the order in which the transactions are listed; ‘recent first,’ or, ‘earliest first.’ Click, ‘View Transactions,’ to see a list of transactions for the time you have specified.

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