REQUEST STATEMENT

Statement of an account plays an important role for users to know the current position and manage the account effectively. The regular TDClosedTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. 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.

You are here How to reach here:

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

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 PartyClosedA 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.

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.
    OR
    Click Back to modify the details for statement generation. Application navigates to the previous screen.
    OR
    Click Cancel to cancel the transaction.
  5. The success message along with the reference number appears.
    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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