Learn about the Statements & Balances place

Tip: For easier reading, click    (above).

In the Statements & Balances place in the Online area you can find out:

• If you have any online statements (Electronic lists of the transactions that have cleared your financial institution. The information is similar to the information in your paper statement, and you can use it to update your account records electronically. Online statements are available through both Web and direct banking in Money.) to read, and for which accounts.
• How many transactions are on each statement.
• Account balances for each of your online enabled accounts held at that financial institution (Bank, brokerage house, and credit card provider.). This number reflects the account balance at the institution (which means that it includes only transactions that have cleared the bank or brokerage) as of the date and time of your downloaded statement.

The Statements & Balances place only appears in the left pane of the Online area if you have set up Direct Statements or downloaded an online statement from the Web for this financial institution.

How do I download an online statement?

How do I electronically update my account records?

How do I find out what Online Services my financial institution offers?

Tell me why I should use online statements.