Table of Contents Table of Contents
Previous Page  6 / 58 Next Page
Information
Show Menu
Previous Page 6 / 58 Next Page
Page Background

6

Accounts Summary & Details

continued ▶

4

Click the Export icon to save account information in an electronic format.

5

Click on the Printer icon to the left of the Search bar to print transactions. To

print a specific date range, sort your transactions by clicking the Filter icon to

the right of the Search bar prior to printing.

6

Additional transaction information displays underneath a selected account.

Click/Tap an entry to reveal a snapshot of details about that transaction.

7

Click/Tap

Live Chat

to chat with an agent during the operational hours of

Monday through Friday between 8:00 a.m. and 5:00 p.m. ET.

8

To view a check within your transaction information, click on the check image.

A new window appears with a print option located above the image.

5

5

6

7

8

4