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Iner@act Integrated Statements/Notices
Inter@ct Integrated Statements/Notice gives customers the ability to view statements and/or notices within Online Banking along with the option of going paperless.
- From the Accounts Screen, Click View Statements to go to the statement screen. Note: The View Statements option may be available on the Account Summary screen or the Account Details Screen.
- If the Customer has not configured their email address prior to accessing statements, they will receive the following message:
- Navigation to Preferences ⇒ Update Email Address to update the email address.
- On the Edit Preferences screen, enter a valid email address and click Confirm.
- An email is then sent with a confirmation code that will be used to configure the email.
- Enter the confirmation code and click Continue.
Registration
- Navigation to Accounts ⇒ Accounts Summary and click View Statements.
- To register for Inter@act, check the paperless check box for any accounts that should be registered.
- Next, click Go Paperless. Please note, this option only appears if your bank has the Inter@ct plugin.
- Review the terms and conditions that appear next.
- Click View PDF to receive the necessary passcode, then enter it into the Passcode field.
Once users have registered, they will see a Turn off paper link instead of Go Paperless.
- Any previously registered accounts display a Delivery method of "Electronic" with the Paperless box checked. Accounts that have not been registered display a Deliver method of "Paper", with Paperless box not Checked. (See example below.)
- Current Inter@ct customers that want to register a new account, simply need to check the Paperless check box for the accounts to register and then click "Turn off paper."
- Since the customer is already registered, the terms and conditions will not be reviewed.
- The customer can view statements, notices, year-end notices, and bank documents in separate sections as displayed below. To view an item, the customer will simply select the appropriate date from the drop-down if applicable, and then click View.
Notification Emails
Customers will receive the following email notifications when new statements or notices are available to be viewed.
- If the customer has more than six statements and/or notices available for viewing, extra verbiage "(and additional accounts not listed here)" will be printed at the bottom of the "Account Numbers Ending In" list.