Statements

Members can access their account statement online, 24 hours a day, 7 days a week. Just a click of a mouse and they can download or view the statement at no charge.


Benefits

Fast and efficient

Members receive their email statement on the same day every month with no postal delays to impact delivery
Easy to use

Statement can be downloaded at any time or received via email and printed straight from the members screen
Members self-service

Reduce telephone operator costs by allowing members to download their own, up-to-date statements
Convenient

Also access statement via online banking, download it as a CSV or EXCEL file, print it online and import it into many common financial applications
Less paper clutter

Save the environment with less paper!
Save postage

Reduce postage costs



How Statements Work
  1. All transactions are instantly viewable by exchange members at any time.
  2. Members register a master email address where they want statements emailed to.
  3. The exchange creates a “statement” batch every period (e.g. every month). This generated batch is then selected by the exchange owner and, with a single click, all statements are emailed to subscribed members.


Customer View

Members can view statements online or download them as a CSV or MICROSOFT EXCEL spreadsheet.
Statements can be viewed by statement set or date range.


Exchange View

The exchange can generate statements based on:
  • Individual member
  • All members
Statements can be viewed by:
  • Date range (any dates)
  • Statement set
Statements can be:
  • Downloaded as a CSV file or MICROSOFT EXCEL spreadsheet
  • Viewed and printed from the screen
  • Emailed directly to the customer