There are 2 ways to view your bank account details and activity:  

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

Generate a report 

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

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. How to add widgets to your Home page 
3. Select an active account number or account name to view or export more details. 
   Note: If you can’t see the account you’re looking for, hover over the widget and select the gear icon     in the top right corner. This will open the Settings screen, allowing you to choose which accounts appear in the widget. How to customize a widget 
4. To view or export a list of all your selected accounts, select “View all balances” at the bottom of the widget.