How can I print a custom transaction history report?
If you need to create a custom transaction history report, you can easily do this via our app following these five steps:
App.
- Log in to your app.
- Go to the menu and choose ‘Manage Accounts’. Then select ‘Create Transaction History Report.’
- Select the account you wish to create a report for.
- Enter the date range for the transaction history and select ‘Create’.
- Wait 3-5 minutes and then go to your secure messaging inbox to retrieve your transaction history PDF report. Note: Your secure messaging inbox is located within Contact Us in your app menu.