Resource center

Account details & history

09/02/19
  1. On the Home screen, click on an account to view a listing of the details and transaction history associated with the account.



  2. Click the ‘Details’ tab to display the account details.



  3. In the Transactions Tab, select the ‘Filters’ icon to view the various search criteria for transaction history.
  4. Select ‘Apply Filters’ once the desired options have been selected.


    NOTE: A listing of historical transactions associated with the account are listed on the screen. The newest transaction will appear on top by default.



  5. Select the Export icon to display a listing of available formats. The export will include all transactions specified in the filter by the user.



  6. Select the ‘Quick Transfer’ icon to perform a quick transfer.




  7. Select ‘Options’ next to a listed transaction to display available actions.