REQUEST STATEMENT

The statement request feature enables customers to request the bank for a physical copy of a deposit account statement for a specific period. This physical copy will be mailed to the user’s address registered with the bank.

You are here How to reach here:

Dashboard > Toggle Menu > Accounts > Term Deposits > Request Statement

Field Name

Description

Account Number

The deposit account number for which statement has to be requested is displayed in masked format along with the account nickname, if defined.

For more information on Account Nickname, refer Account Nickname.

Balance

The deposit account balance is displayed.

From Date

The customer is required to specify the start date from which the account statement is required.

To Date

he customer is required to specify the date until when the statement is required.

To request for a physical statement:

  1. From the Account Number list, select the appropriate deposit account for which you want to view the statement.

  2. This step is required only if this screen has been navigated to from the Toggle Menu.
    The Request Statement screen is displayed.

  3. From the From Date list, select the start date of the of the deposit account statement.
  4. From the To Date list, select the end date of the deposit account statement.
  5. Click Submit.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click on the Back to Dashboard link to go back to Dashboard screen.
  6. The Review screen appears. Verify the details and click Confirm.
    OR
    Click Back to make changes if any. The user is navigated back to the Request Statement screen with values in editable form.
    OR
    Click Cancel to cancel the transaction.
  7. The success message appears along with the transaction reference number.
    Click Go to Dashboard link to navigate to back to the Dashboard.
    OR
    Click Go to Account Details link to view the deposit details.
    OR
    Click Create Sweep-in link to enable sweep-in facility for the deposit account.

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