View Statement

Customers should be able to keep track of transactions taking place in their accounts. The Statement feature enables customers to view the details of all transactions performed in their accounts. All the debit and credit entries along with each transaction amount and reference details are displayed.

By subscribing to e-statements, the user receives statements on his registered email address. The access to your e-Statements is through a password.

The Download Pre-generated option, allows the customer to view, download and print the pre-generated e-statements by selecting the desired period.

The application allows the customer to unsubscribe from the e-statement facility. Once a request for unsubscribe e-statement is made, the customer will stop receiving e-statements on his email address.

You are here How to reach here:

Toggle menu > Accounts > Current and Savings > View Statement
OR
Dashboard > My Accounts Widget > Current & Savings > Savings Account > More options > View Statement

To view the account statement:

  1. If this screen has been navigated to from the main dashboard, then from the Account Number list, select the appropriate account for which the statement is to be generated.
  2. Click the View Statement tab to view the transactions.
  3. From the View Options list, select the appropriate transaction period and transaction type.
    1. From the Transaction Period list, select the appropriate period.
    2. From the Transaction Type list, select the appropriate option.
    3. Click Apply Filter to generate statement based on criteria.
      OR
      Click Reset to clear the details entered.
 

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 PartyClosedA party is any individual or business entity having a banking relationship with the bank. account or any linked account that he has access to.

For more information on Account Nickname, click here.

Filter section

View Options

Filters to view the transactions of a specific period.

The options are:

  • Current Period
  • Previous Month
  • Previous Quarter
  • Select Date Range

 

Filters to view the transactions based on description.

The options are:

  • All
  • Debits Only
  • Credits Only

Results

Search result will be based on value date or transaction date as per the system configuration.

Opening Balance

Opening balance in the account.

Closing Balance

Closing balance in the account.

Download Statement

Click to download the statement.

Date

Date on which the activity was performed.

Description

Short description of the transaction.

Reference Number

Reference number for the transaction.

Amount

Transaction amount along with the debit or credit indicator.

Balance

Balance in the account.

This field appears only if the All option is selected in the View Options field.
  1. Click Download to download the statement in .csv,.pdf, MT940,.qlf,and .ofx format.

E-statements

A customer might wish to receive regular e-statements at his email address instead of physical copies. In this case, the customer can select the option to subscribe for an e-statement. Once a request for an e-statement is made, the customer will begin to receive regular statements at his email address maintained with the bank.

To subscribe / unsubscribe to e-statements:

  1. Click the E-Statement link to subscribe / unsubscribe to e-statements.
  1. The pop-up message appears. (Subscribe to E-Statement - You will receive monthly statements for your account <Number in masked format> by email at <User’s email address in masked format>).
  2. Click Subscribe to opt to receive monthly statements on your registered email address.
  3. The success message of request submission appears. Click OK to complete the transaction.
  4. If the user has already subscribed for e-statements, the pop up message contains a message stating that the user is subscribed to receive e-statements. The option to unsubscribe for e-statements is provided.
  5. Click Unsubscribe to opt out of receiving monthly statements on your registered email address.
  6. The success message of request submission appears. Click OK to complete the transaction.
  7. Click Proceed to Unsubscribe.
  8. The success message of request submission appears.
    Click Back to Dashboard to go back to the Dashboard screen.
    OR
    Click Go To Account Details to go to the Account Details screen.

Request Statement

For more information on Request Statement, refer Request Statement transaction.

Pre-Generated Statement

To download pre-generated statements:

  1. Click Pre-Generated Statement to download a pre-generated statement.
    The Pre-Generated Statement screen appears.
 

Field Name

Description

Select a period to download your pre-generated statements.

Period

Year

The year for which the e-statement is to be generated.

Month

The month for which the e-statement is to be generated.
  1. From the Period list, select the desired year and month for which pre-generated statement is to be generated.
  2. Click Search to generate the statement for the selected period.
  3. Click the Download link (.pdf) against any record to save the statement in .pdf format.

FAQs

Closed Will my e-Statement look the same as my paper statement?

Yes. Your e-Statement looks exactly like your paper statement

Closed How do I get my e-Statement password?

Once you registered for e-Statement, you will receive notification email which contains Terms and Conditions and Password to open you encrypted statement file.

Home