Commercial Resources - Electronic Documents

Electronic Documents

Authorized users can access up to eighteen months of electronic statements, as well as related notices, email notifications (if opted in), and have the ability to add additional email recipients within the REPORTING menu.

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ENROLLING IN ELECTRONIC STATEMENTS

1. One the dashboard, click on the REPORTING menu dropdown then select Electronic Documents   Review the terms and conditions and select I Agree.
   
   
2. Navigate to the DOCUMENTS AND SETTINGS tab and select the applicable account(s) to enroll for electronic statements. Note: You may select Enroll All Available Accounts and Document Types Shown, or you may select specific accounts by placing a checkmark next to each account. By clicking the green + icon next to each account, you can select the specific document types to enroll for each account. Click Save Settings.

VIEWING STATEMENTS ONLINE

1. To view and/or download eighteen months of electronic statements, select Electronic Documents from the REPORTING dropdown.
   
   
2. Within the STATEMENTS AND NOTICES tab select the applicable account(s) statement(s)/notice(s) to view or download then select Filter. You can view and download each statement individually or select multiple statements/notices and select Download.
   
   
3. After Download is selected, a new tab will display the status of the download. You can then access your statement via your browser.

ADDITIONAL RECIPIENTS

Additional recipients may be given statement access via email with a secure statement login.

1. Under the ADDITIONAL RECIPIENTS tab, click Add Additional Recipients.
   
   
2. Input the additional recipient’s Email Address, create a unique Username, and an Access PIN, then click Save. The recipient must use their Username and Access PIN to access the electronic statement. Note: Statement access does not provide the recipient with additional access to the account(s).
   
   
3. The statement recipient is shown under Additional Recipients. Click Assign Documents to select the applicable account statements for the recipient.
   
   
4. You can select to Enroll All Available Accounts and Document Types Shown for the additional recipient, or you may select specific accounts by placing a checkmark next to each applicable account. By clicking on the green + icon next to each account, you can select the specific document types to enroll for each account. Click Save Settings.

5. Review and agree to the disclosures by clicking I Agree.

UPDATING ELECTRONIC STATEMENT SETTINGS

1. To add or change enrolled accounts for electronic statements or notices, from the REPORTING menu dropdown select Electronic Documents.
   
   
2. Within the DOCUMENTS AND SETTINGS tab, you can select Enroll All Available Accounts and Document Types Shown, or you may select specific accounts by placing a checkmark next to each account. By clicking on the green + icon next to each account, you can select the specific document types to enroll for each account.  Click Save Settings.
   
   
3. To remove an account from electronic statements, uncheck the box next to the account and select Save Settings.
   
   Note: Removing an account from electronic statements will remove all associated documents.