SAMPLE - DYNAMIC (Q2) Retail User Guide

Preferences

Deposit Statement Preferences

In Deposit Statement Preferences , you can change how you would like the statements for each account processed. Your choices include download and e-Statement and traditional mail.

To Set Up or Change Your Deposit Statement Preferences:

In the menu, click or tap Settings > Mortgage Delivery or Statement Delivery . 1. Use the dropdown to choose your delivery type. Options include E-Statement and Paper Statement. 2. To edit or add a delivery destination click the icon. 3. To remove the email address or mailing address deselect the icon. Clicking the star changes which email address or mailing address is considered the primary contact. Email addresses or mailing addresses can be added by typing the information in the text bar and clicking Add . 4. When you have made all of the changes that you need overall, be sure to click Save .

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