How do I get an account’s statement?

  • View the account you want a statement from
  • Select the ‘Account Options’ button next to the account name at the top
  • Select ‘Download Statements’ from the list that appears
  • You'll see a window displaying all your available statements for that account
  • Download by selecting the download icon on the right.

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Tip

Select Notifications in the side menu in the Modulr Portal to set up a notification for when statements are available.

Help on Notifications →

See also

Reports →