REQUEST STATEMENT

The Statement feature allows the user to keep track of all transactions made in their accounts. The user can specify a date range and request for an account statement.

You are here How to reach here:

Toggle Menu > Accounts > Current and Savings > Request Statement
OR
Dashboard > Toggle Menu > Accounts > Current and Savings > Accounts Overview > Quick Links > Statement Request > Request Statement

To request for an account 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

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 Party account or any linked party accounts that he has access to.

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.
    The success message of Statement Request appears along with the transaction reference number.
    OR
    Click Back to navigate to the previous screen.
    User is directed to Statement Request screen with values in editable form.
    OR
    Click Cancel to cancel the transaction.
  3. Click Go to Dashboard to navigate to the dashboard screen.
    OR
    Click Go To Account Details to view the Account Details screen.

FAQs

Closed As a corporate User, what are the CASA 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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