How do I view my bank account details and activity?

There are two ways to find your bank account information and activity: 

1. Generate a report in Account Information
2. View account balances with Home page widgets 

Generate a report in Account Information

1. In Online Banking for Business, select the Account Information tab.
2. Under "Account Reporting", click Reports. Next to the “Summary Report”, select the file format from drop-down menu.
3. Choose the date range for your report. 
4. Note: You can check the box next to “New Data only” if you want this report to only include new information since you last generated this report. 

View balances with Home page widgets

1. In Online Banking for Business, select the Home tab. 
2. Look for the “Deposit Accounts”, “Borrowing Accounts” or “Investment Accounts” widgets. 
   Note: If you don’t see one, you can add it. How to add a widget  
3. To view or export more details, select an active account number or name. 
4. To view or export a list of all your accounts, select “View all balances” at the bottom of the widget
5. To customize the information in each widget, select the gear icon to choose which accounts to show, modify account names and change the order in which the accounts are listed.