Cash Management Statements - more than last 3 months

I noticed that currently, we only have access to the last 3 statements for each Cash Management accounts. Is there any way you can increase to the last 2 years - or at bare minimum, the last fiscal year plus the current year’s? I think there are many times when I need to get a hold of a bank statement from the last fiscal year (for whatever reason).

@ttorimoto Don’t forget that we were all just transitioned over to new cash management accounts with a new bank.

When I go into my closed accounts, I can see statements all the way back to origination.

-Tom

Ahhh yes I see the statements for the closed accounts. Thank you!

1 Like