How do I download my statement?

Your monthly statements are available to you online within the Portal. You will have access to your monthly statements for 16 months.

To keep a record of your monthly statement after the 16 months, you will need to download your statements.

Must know: 

  • The user will need to have Full Access to the Reporting section to view the account summary statements. 

How do I download my statement?

  1. Within the Portal go to Administration > Reporting/Analysis > Statements.
  2. Select the row you would like to download.
  3. Scroll to the Print or Email option at the bottom of the page.
  4. From the Print option, select the option to save as a PDF. 

Good to know:

  • You will be able to specify the email address to send the statement to when clicking on the email button.
  • Most browsers should allow you to save as a PDF when printing.
Was this article helpful?
0 out of 1 found this helpful