Account information
You can access account information either from the Accounts page or from the Home page. The Account information page provides you with a detailed view of all transaction activity, account balances, provides you with the ability to search for a specific transaction and import the information, quickly switch account views, and other important details associated with the account.
The system displays following account details, sections, and functionality on this page:
Use to switch between accounts without navigating from the Accounts page.
Use to access available account balance information.
The transaction search feature enables you to quickly find posted transactions by searching by either or both the transaction date or date range and amount or amount range.
The Check Image Viewer feature enables you to quickly find check images by searching for a specific check number.
The transaction list displays available transaction information for the accounts that you select. You can also sort a transaction by date, debit or credit, description, and amount.
Use to retrieve, view, and save available documents associated with an account.
Use to save archival copies of checking and savings transactions that the system has processed.
Use to view reports for a checking, savings, and loan accounts.