Sign up for e-statements and stop receiving a paper statement. This option is available on NetTeller Online Banking through a web browser.
This option allows NetTeller users to access E-Statement functionality, including: Enrolling in E-Statements Selecting statements and notices to be received electronically via E-Statement Viewing existing E-Statement statements and notices Adding additional recipients Reconciling checkbook transactions to their E-Statement statement transactions Viewing E-Statement disclosures Modifying the email address and/or security phrase associated with document delivery
Users can access options and functionality related to the Electronic Statement – Interactive product following enrollment. Users must enroll when selecting the E-Statement tab in NetTeller for the first time. Once users complete the enrollment process, they must select a link to open an example PDF document to obtain an enrollment passcode. Once users obtain a passcode, they can enter it into the Please Enter the Enrollment Passcode field. This verifies that the users can open a PDF. When users fail to enter a passcode, the following error message appears: Enrollment passcode REQUIRED to complete enrollment. When users enter a passcode that does not appear in the PDF, the following error message appears: Incorrect enrollment passcode. Please obtain the correct passcode from the PDF document and try again. When users enter invalid or special characters, the following error message appears: The passcode entered contains one or more invalid characters. Please reenter. Users can access the following submenus under the E-Statements tab: Statements and Notices Documents and Settings Additional Recipients Disclosures Email Recon
Enrolling in E-Statements
Users can select Details from the Account and Document Enrollment screen to choose which accounts and specific documents to enroll for electronic document delivery. Users must confirm or update the email address to which statements and notices should be delivered and create a security phrase that appears in document delivery emails. After users have reviewed and accepted the terms through the I Agree to the List Terms field list, they can select Click Here to See a Sample Document and Enroll Now to complete their enrollment.
Users can select Disclosures to view the enrollment disclosure they accepted during enrollment.
Statements and Notices
Users can access and view available statements and notices by selecting the Statements and Notices submenu, and then selecting View next to an available statement or notice shown on the Statements and Notices screen. Users must have Adobe version 6.0 or newer to view PDF statements and notices.
Accessing and Viewing Statements and Notices
After users receive email notification, they can access and view statements and notices as available by logging on to Electronic Statement – Interactive and verifying or entering their name and password. An ESI name and password controls access to all documents. Users can select the Include Check Images with My Statement If They Are Available option to view check images not included with the statement or notices. When users select Login, the statement or notice referenced in the email notification and included associated check images appear.
Statements and Notices – Additional Information
The recipient’s ISP processes email bounces (statements or notices sent and subsequently returned due to invalid email addresses). Some ISPs do not return undeliverable emails. When an email is returned, the system attempts to resend the email, up to three automated retries, in four, eight, twelve, sixteen, twenty, or twenty-four hour increments. The financial institution can set the number of retries and how often an attempt is retried. If the email fails on each additional attempt, a daily report is produced and made available for the financial institution to process accordingly. If an email designated for an extra recipient bounces back, a failed delivery notice is sent to the primary recipient who originally established the additional recipient.
The financial institution can modify the description used for each document. Each screen accommodates a list of up to 50 documents, with paging navigation available to view additional documents. To view the Statements and Notices screen, select the E-Statements tab from the NetTeller main menu, and then select the Statements and Notices submenu.
Documents and Settings – Additional Information
Users can view, add, remove, or change their electronic document settings through the Documents and Settings screen. To view the View Statement/Notice List, users select E-Statements from NetTeller. Only primary accounts appear and are listed in a parameterized, masked format so users can identify the different account types. Your financial institution’s enrollment disclosures screen appears for any accounts in which statements or notices were selected for electronic delivery. Users must agree to the disclosure agreement in order for their changes to be processed. If additional accounts were selected for enrollment while viewing or changing document settings, users receive an email confirming document enrollment, and the accounts selected for enrollment are identified by their masked account number or pseudo name.
Viewing Documents and Settings
Users can select the Documents and Settings submenu, and then select the appropriate check box(es) to add, remove, or change electronic document settings. Users can also select All Accounts to select and send all documents electronically for the selected account. When users select Save Settings, they receive an email confirming any new document enrollment and the accounts selected for enrollment as identified by their masked account number or pseudo name.
If your financial institution enables additional recipients in General Settings, users can designate additional recipients for their electronic statements and notices through the Additional Recipients screen.
Adding Additional Recipients
You can choose the number of additional recipients users can add, up to 100. Users can select Add Additional Recipient from the Additional Recipients screen and complete the Username, Email Address, and Access PIN fields to add additional recipients for statements and notices sent electronically through Setting Additional Recipients. When users select Save, the recipient is added.
Deleting Additional Recipients
Users can select Delete next to the desired recipient from the Additional Recipients screen to delete a previously added additional recipient, and then select OK to confirm the deletion.
Editing Additional Recipients
Users can select Edit next to the desired recipient from the Additional Recipients screen to edit the username, email address, or access pin for an existing additional recipient, and then select Save to confirm the deletion.
Setting Additional Recipients – Additional Information
Users can send copies of their documents to anyone and are not required to have secondary recipients for the Electronic Statement – Interactive product.
Selecting Specific Notices for Additional Recipients
When users select Assign Documents next to the desired recipient on the Additional Recipients screen, the Documents and Settings for (Additional Recipient) screen appears. Users can select to view and then add, remove, or change electronic document settings. The statements and notices currently selected for electronic delivery for the selected account(s) appear. Users can select accounts to receive electronic statements and notices by either: Selecting the plus (+) next to each account to which to send documents electronically. Selecting All Accounts to send documents electronically to all accounts. Users must then select Save Settings and read the consent document that appears. When users select I Agree, the Documents and Settings for (Additional Recipient) appears with a system message indicating the changes have been successfully saved. Newly enrolled users receive an email confirming document enrollment, and the account(s) selected for enrollment are identified by their masked account number or pseudo name. The Electronic Statement – Interactive product does not verify the validity of an email address indicated for an additional recipient, nor does it send a confirmation email to the additional recipient. Confirmation emails sent for enrollment returned for invalid email address are subject to existing email bounce parameters.
Email Settings and Security Phrase
Users can view the email address used as the recipient address for all electronic documents originated through the E-Statements product, and the security phrase used with emailed documents through the Email screen. The security phrase assures users that any emailed documents requesting private information have originated from the E-Statements product. The security phrase protects users from fraudulent Internet scamming or phishing, a falsely represented email designed to trick the email recipient into revealing sensitive information that could be used for identity theft. Users should not reveal any sensitive information if the security phrase does not appear within a document reporting to come from the E-Statements.
Changing an Email Address or Security Phrase
Users can select the Email submenu from the Electronic Statement – Interactive tab and enter the email address to which to send statements and notices to for All Documents Will Be Sent to the Following Email Addresses. Users can enter their desired security phrase for All Authentic Emails Will Contain the Following Security Phrase. When users select Save Settings, a confirmation email is sent to the indicated email address that includes a link to access and log on to the NetTeller Internet Application and Electronic Statement Interactive. When users select the E-Statements tab from NetTeller, they can access all options available for the E-Statements product.
Online Statement Checkbook Reconciliation
Users can access an optional page within each PDF statement. When reconciling checkbook transactions to online statement transactions, users’ final balance should agree with the checkbook balances after deducting changes and adding statement referenced credits that do not appear in their checkbook. To reconcile their checkbook with their online statement, users can select the Reconciliation submenu, enter the balance from the latest online statement for Enter Balance from Latest Statement, and then select Next Step. Users can then enter the deposit amount of each recent deposit not already credited to the statement, up to eight deposits, for Add Recent Deposits and select Add Deposit after entering each deposit amount. Users can select Recalculate Total to recalculate and redisplay the total amount of the individual deposit amounts entered. Users can complete the Date, Check Number, and Amount fields, selecting Add Check after each entry for up to eight checks. Users can also print a summary of their reconciliation information.
Questions? Still Need Help?
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