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These instructions are from the Customer Portal. If you are an Admin, please click here to learn how to view or print a statement for an Account Holder.
If you are a Primary Account Holder or Secondary Account Holder (with access), please follow these steps:
Step 1 - Transactions
Click on Transactions from the Menu:
Step 2 - Print Transaction Summary
Click the Print Transaction Summary at the top-right of the Transaction History:
Step 3 - Select Dates
Select the dates of the Summary and click Load, then Load.
Step 4 - Open in Browser (Computer)
The system will direct you to print in one of the following browsers:
Step 4b - Sign in to Browser (Phone)
The system will direct you to open Enrollsy in a browser. You will need to use one of the browsers shown in the message below (this is the message you will see; click "Open in Browser to Print").
You will also see a message asking if you want to open the link on an external page in your browser. Click OK.
After that, you will be redirected to the sign-in page. Sign in again using your login credentials.
Step 5 - Repeat Steps 1-3
After signing in, repeat Steps 1 through 3 in your browser window after signing in.
Step 6 - Print or Save as a PDF
After clicking Print, either "Save as a PDF" or print the document from the Print screen. After printing it as a PDF, you can email the statement as an attachment.
