STATEMENT REQUEST

Users should be able to keep track of transactions in their accounts. The Statement feature allows the user to view the details of all transactions made in their accounts. Account statement displays all debit and credit entries along with the transaction amount and reference details. Opening balance and Closing balance of the account statement will also be displayed along with transaction details.

Transaction filters will be provided for the user to allow search based on certain criteria. The user can search transactions on date range and transaction type (debit only, credit only or both) basis.

The user can also subscribe to receive an account statement regularly on an email address registered with the bank. ‘Subscribe for e-statement’ feature allows users to subscribe to receive e-statements. It is convenient for the user to keep track of their accounts without logging into channel banking.

At times the user may require accounts statements of a certain period on bank’s letterhead. ‘Request for physical statement’ feature enables banks to provide this facility to the user. The user can request for physical statements from banks for a given date range. This physical copy will be mailed to the user’s address registered with the bank

You are here How to reach here:

Dashboard > Accounts > Current and Savings > Statement Request

To request physical statement:

  1. From the Select Account Number list, select the account number for the account statement.
  2. From the From Date list, select the start date of the account statement.
  3. From the To Date list, select the end date of the account statement.
ClosedField Description

Field Name

Description

Select Account Number

Current and savings account number in masked format along with the account nickname for which the statement to be requested. The account number could be either the user’s PartyA party is any individual or business entity having a banking relationship with the bank. account or any linked party accounts that he has access to.

For more information on Account Nickname, click here.

From Date

Start date of account statement.

To Date

End date of account statement.
  1. Click Submit.
    OR
    Click Cancel to cancel the transaction.
  2. The Review screen appears. Verify the details and click Confirm.
    OR
    Click Edit to make changes if any. User is directed to Statement Request – screen with values in editable form.
    OR
    Click Cancel to cancel the transaction.
  3. The success message of Statement Request appears along with the transaction reference number.
    Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Closed As a corporate User, what are the CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money. accounts that I can view?

A Corporate User can view all the accounts that he has access to. This includes the accounts of his primary party as well as those of Linked parties.

ClosedCan the user access CASA account details 24/7 on the online platform?

Yes, the user can access CASA account details 24/7, except at times of system downtime or transaction blackout.

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