REQUEST STATEMENT
The statement request feature enables customers to request the bank for a physical copy of a recurring deposit account statement for a specific period. This physical copy will be mailed to the user’s address registered with the bank.
How to reach here:
Dashboard > My Accounts Widget > Recurring Deposits > More Information > Request Statement
OR
Dashboard > Toggle menu > Accounts > Recurring Deposits > Request Statement
To request for a physical statement:
- From the Select Account list of Select Account popup window, select the appropriate recurring deposit account for which you want to view the statement.
-
This step is required only if this screen has been navigated to from the Toggle Menu.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Select Account |
|
Select Account |
Account number for which statement has to be requested in masked format along with the account nickname, if defined. For more information on Account Nickname, refer Account Nickname. |
- Click
The Request Statement screen appears.
OR
Click to cancel the transaction.
to request the deposit.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Request Statement |
|
Account Number |
Displays account number for which statement has to be requested in masked format along with the account nickname, if defined. For more information on Account Nickname, refer Account Nickname. |
Balance |
The balance in the account in the account currency. |
From Date |
The customer is required to specify the start date from which the account statement is required. |
To Date |
The customer is required to specify the date until when the statement is required. |
- From the From Date list, select the start date of the of the deposit account statement.
- From the To Date list, select the end date of the deposit account statement.
- Click Submit.
OR
Click Back to navigate back to previous screen. - The Review screen appears. Verify the details and click Confirm.
OR
Click to make changes if any. The user is directed to Request Statementscreen with values in editable form.
OR
Click to cancel the transaction. - The Verification screen appears. The user has to pass the 2factor authentication, before he can proceed.
-
Note: The 2 factor authentication (OTP/Security question/Soft Token) will be as per the setup done by system administrator.
- The success message of Request Statement appears along with the transaction reference number.
Click to go to Dashboard screen.
OR
Click to view the deposit details.