Capital Bank Commercial Online Banking Guide

View Account Statements The Account Statements feature allows you to view your account statement online without having to wait for a paper copy to arrive in the mail. The service allows you to select the account and date range for the statements you would like to view. The accounts to which you have access (as determined by the Company Administrator under Administration > Add/Change/Remove Users or the financial institution) will display for you to select from. You may select to view statements from one account or multiple accounts. From the Account Activities & Reporting menu, select View Account Statements under Statements.

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To display the Account Statements screen, rest your cursor on the Account Activities & Reporting menu option and then click View Account Statements under the Statements group. The Account Statements screen appears. The screen displays the statements that match your selection criteria. For each statement available, the following fields are displayed: Description, Account Number and Statement Period. The statements are grouped together by description and sorted by the statement period. The sort will display the most recent statement first. This default grouping and sorting can be changed by clicking on any of the column headings. 1 8 Select the From month and To

to select for a single query will vary based on your financial institution’s defined parameters. Click the Statement Search button to begin your query. To view a statement in your search query, click on the Statement Period date hyperlink. Your statement will then display.

month from the Date Selection drop-down boxes. These boxes will display the month and year your statement cycle ran. The statements that display will be within the month/year range you selected. 2 8 Select one or more Accounts from the Accounts Selection list to display the statements

associated with those accounts. The number of accounts available

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