Account e-Statements allow you to generate electronic statements for eligible Australian domiciled accounts and are available for statements issued in the past 24 months. To generate an Account e-Statement, follow the steps below:
STEP | ACTION |
---|---|
1 | Go to the Accounts > e-Statements screen: |
2 | Select an account from the drop-down list or type in the account number, name or currency, and select account
|
3 | Select a date range. Choose from:
We recommend downloading statements in a smaller date range. Statements exceeding 6000 pages will fail to download.
|
4 | Click Get Statements
RESULT: A list of statements issued for the date range is displayed
|
5 | Click the row to download the Account e-Statement
RESULT: The PDF statement is available to open or save.
Sample Statement of Account |
The Account Statement reports can also be generated from the Account Report Screen. Please refer to Create and schedule Account Reports.