REQUEST STATEMENT

Statement of an account plays an important role for users to know the current position and manage the account effectively. The regular TD account statements are sent to the customers as per their desired periodicity. In addition, Users can view a brief summary of last few transactions on the deposit overview screen, for the selected term deposit account. Over and above this, through the Statement Request option, the user can request for an ad-hoc account statement. All transactions on the TD account are shown in chronological order.

How to reach here:

Toggle Menu > Accounts > Term Deposit > Request Statement
OR
Toggle Menu > Accounts > Term Deposits > Overview > Quick Links > Statement Request
OR
Toggle Menu > Accounts > Term Deposits > Overview > Deposit Details > Quick Links > Statement Request

Field Description

Field Name	Description
Select Account Number	The term deposit account number along with the account nickname for which account statement to be generated. The account number could be either the user’s Party account or any linked party accounts that he has access to.
From Date	The date from which the TD account statement is required. From Date cannot be greater than To Date.
To Date	The date up to which the account statement is required.

To request for an ad-hoc physical statement:

1. From the From Date list, select the appropriate start date.
2. From the To Date list, select the appropriate end date.
3. Click Submit.
   OR
   Click Back to go back to the transaction.
4. The Review screen appears. Verify the details and click Confirm.
   The success message along with the reference number appears.
   OR
   Click Back to modify the details for statement generation. Application navigates to the previous screen.
   OR
   Click Cancel to cancel the transaction.
5. Click Go to Dashboard , link to navigate to the dashboard.
   OR
   Click Go To Account Details link to access the Deposit Details screen.

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