CONFIGURE STATEMENT DELIVERY SETTINGS
- Log into Client Portal.
- Click Performance & Reports followed by Statements**.**
- Click the Configure (gear) icon next to Statements Delivery.
- Click the Configure (gear) icon next to a statement type and set up your delivery settings.
- Click Continue to confirm followed by OK.
Note
- Delivery via sFTP can be selected for custom statements once it is enabled upon request to Client Services. See: How can I activate sFTP delivery on my statements?
- Encryption can be selected for custom statements once it is enabled upon request to Client Services. See: How can I activate encryption on my statements?
Additional Information
- Delivered Statements in the Client Portal Users' Guide