Business Online Statements

About Statements and Documents

Statements and Documents allows company users to view statements and other documents, such as notices, for analysis, checking, loan, and savings accounts.

When a company is set up with Statements & Documents service that company's Administrator is responsible for setting up accounts for online delivery of statements and documents. Company administrators are also responsible for reviewing and accepting service agreements/disclousers relative to statements and documents.

The Manage Alerts page includes alerts to which company users can subscribe to be notified automatically when statements and documents are available.

Setting up Business Online Statements & Documents

Company administrators are responsible for setting up accounts for online delivery of statements and documents.

1. Click Reports > Statements and Documents
2. Click the View and maintain document preferences link
3. Click the Delivery Preference drop-down beside an account and then select one of the following: Online, Online & Paper, Delivery Preference. Online should be used for combined online statements for the primary account. Online & Paper enrolls the account for online statement/document delivery and continues the delivery of the paper statement.
4. Click Continue.
5. If applicable, review the service agreement and click I agree to accept it.
6. Click Save Preferences.

1. Click Reports > Statements and Documents.
2. Click the View and maintain document preferences link.
3. Click the Delivery Preference drop-down beside the account from which you want to remove online viewing and then select Paper. For combined online statements, select Paper for the primary account.
4. Click Continue.
5. Review the selected accounts as needed and then click Save Preferences.

1. Click Reports > Statements and Documents
2. If more than two accounts are enrolled for online document viewing, select a View option:

   Most recent documents for an account type — View the latest statements or documents for a specific account type (analysis, checking, credit card, certificate of deposit, loan, or savings). This option does not appear if fewer than two accounts are enrolled.

   Documents for a specific account — View the statements/documents for a particular account.

   
3. Do one of the following:
   • If Documents for a specific account was selected:
     • Select a Filter By Account option: All accounts, Checking accoutns, Savings accounts, or Recently used
     • Select an Account.
   • If Most recent documents for an account type was selected, select an Account Type: Checking accounts or Savings accounts.
4. If applicable, select a Document Type: Analysis statement, Statement, or Notice.
5. Click Continue.

Search for statements/documents received before the last 60 days.

1. Complete the Search Recent Statements/Documents task.
2. Click the Search for older or specific documents link.
3. Fill in or select a Document cycle date and then click Search.