Follow

Statements via Member Portal

If you are using the update member portal ( tools-system settings-member portal settings-2017 member portal) your members can view their statements online.

 

After logging in they will go to my info (left hand side of page)

Under account details they will select STATEMENTS

 

They have the ability to change the time frame and search criteria. 

 

They can also download their statements by using the icon on the top left hand page . 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk