Wealth Passport's eDocuments feature allows you to search for statements
based on document type, account, and date range.
Accessing eDocuments |
The
eDocuments section can be found under the Reports And Documents
tab.
Click the Reports and Documents tab
on the main navigation bar. Click the eDocuments link in the drop-down
menu. |
Search Documents
- Access the eDocuments page within the Reports and Documents tab.
- Select document type from the Document Type drop-down box.
- Select an account from the Account drop-down box.
- Select date range from the Date Range drop-down box or select custom
date range for From and Through dates.
- Click the Search button.
Bundling Statements
Users may select up to 50 Accounting and/or Banking Statements to bundle
together for viewing in a single file from the Inbox.
Note:
Annual statements, and consolidated statements (including decoder) may
not be bundled.
- After searching for statements, select more than one.
- Click Deliver to Inbox button.
- Open your Inbox and click the Statement Bundle you would like to
view from the eDocument Statements header.
Note: The retention rules for eDocs - Trust and Banking have a 7 year
retention. Tax Documents have a 6 year retention.
