Statement of Account

  1. In the Main Navigation Menu select Reports
  2. Select Statement of Account
  3. Search by Institution Name and/or Agent from drop down lists or Search by ID, Name, select Date Range and then click Refresh Icon
  4. Use Quick Search to narrow your search
  5. To download, click on Download Icon
  6. To export to Excel, click on Excel Icon 
  7. To show or hide columns, click on the Column Selector Icon