View Statement

Statement plays an important role for customers to manage and control an account. Similar to any regular saving account, wallets supports activity statements for wallets as well. This Wallet statement shows all the accounting entries that affect the wallet balance. A brief summary of last few transactions can be viewed on the wallet dashboard.

However, there is also an option to view complete statement for the wallet. All transactions performed from wallet are shown in chronological order.

User can use the below filters to narrow the search the result.

User also has sort option to sort the result on the basis of transaction date.

You are here How to reach here:

Toggle menu > Accounts > Current & Savings > View Statement

OR

Dashboard > My Account Widget > Current & Savings > Savings Account > More options > View Statement

To view the wallet account statement:

  1. From the View Options list, select the appropriate transaction period and transaction type.

  2. From the Transaction Period list, select the appropriate period.
  3. From the Transaction Type list, select the appropriate option.
  4. Click Apply Filter to generate statement based on criteria.

    OR

    Click Reset to clear the details entered.
  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-Statements tab for subscribe 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 on the Back to Dashboard link to go back to the Dashboard screen.

    OR

    Click Go To Account Details to go to Account Details screen.

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.
  1. From the Period list, select the desired year and month for which pre-generated statement is to be required.
  2. Click Search to search amongst the pre-generated statements for the selected period.
  3. Click on Download link against any record (.pdf ) download the statement.in password protected 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.

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