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How do I generate a monthly statement?
How do I generate a monthly statement?
Updated over 2 years ago

Using the Mobile App:

You will receive a notification on the last day of the month that your statement is available for you on your App, currently you cannot download a custom statement on the Mobile App.

Using the Web Portal:

  • Log in to the Web Portal and click on Payments & Transfers

  • Select All accounts or the account you want to create the statement for

  • Click the Sort by date icon (the calendar icon on the right side) and select a date range

  • Click the Save or print icon (the download icon on the right side) and choose between:

    • Save as XSL (for Excel)

    • Save as PDF

    • Print

Individual accounts are currently linked to the platform you are signing up with, this means that if you signed up/logged in via the App you can only access through the App, same for Web portal.

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