What reports/ statements are available and how do I access them?

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 Your Holding account is capable of generating the following reports: 

  • Transaction reports
  • End of month balance summery
  • Highest value in a year
  • Monthly statement 

1) Once you have signed into your Holding, view and select "statements" from the toggle menu, choose the report you wish to view and define your desired report specification. 

account_statments.png

 

 

 

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