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What is the retention for my Online Banking for Business Account Information reports?

The retention of historical data in Account Information reports is defaulted to 1 year or 2 year historical retention is available, through your sales representative. To view your company retention period you will need administrative entitlements.

  1. In Online Banking for Business, select the Administration tab. 
  2. Under "Settings", select Company Profile. 
  3. Select Next.
  4. Expand the Account Information section. You will see the retention period listed in the top section of the Account Information entitlements.

To extend the retention period for your company, please contact your Sales representative.

 

View our Account Information Quick Start Guide for more details.

 

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