7.1 E-statement

This topic provides the systematic instructions for users to subscribe to e-statements.

A customer might wish to receive regular e-statements at his email address instead of physical copies. 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.

Note:

Send to Modify functionality is now supported for this transaction.

To subscribe / unsubscribe for e-statements:

1. Click the icon on the Transactions screen, and click E-Statement to subscribe / unsubscribe for e-statements.
   The E-Statement popup screen appears.

   Figure 7-3 E-Statement

   
   

   
   Description of "Figure 7-3 E-Statement"

   
   
2. 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>)
   1. Click Subscribe to opt to receive monthly statements on your registered email address.
      The success message of request submission appears.

      Click OK to complete the transaction.

3. 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.
   1. Click Unsubscribe to opt out of receiving monthly statements on your registered email address.
      The success message of request submission appears.

      Click OK to complete the transaction.

   2. Click Proceed to unsubscribe.
      The success message of request submission appears.
4. Perform one of the following actions:
   • Click Home to go to the Dashboard screen.
   • Click View Account Details to visit the account details page.