Account Info

From the Accounts Menu, you have the ability to view: 

  • Account Activity - review all your account information 
  • Qtrade - access our online brokerage service
  • MasterCard® - access your credit card activity 
  • eStatements - access your electronic statement 

Account Summary Expand/Collapse

The Account Summary displays all your account information at a glance, including scheduled bill payments and transfers.

Account Activity Expand/Collapse

On this page, you can search your account activity in several ways:

Step 1

First select the account you would like to view, or view all accounts.

Step 2

Then, choose from the following search options:

  1. Recent Transactions: You can choose to view a specific number of your most recent transactions within the last 15 days.
  2. Date Range: Enter a date range using the calendar tool to view transactions within that date range.
  3. Monthly: Select a month from the dropdown menu to view transactions from that month.
  4. Advanced Options: click on the arrow beside Advanced Options to display additional options. You can choose the type of account activity to view. To download your account activity to a specific program, check the Download To checkbox and select the program you would like to use from the dropdown menu.

Step 3

Once you have selected all your options, click Search.

 

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