TBS eStatements FAQs
Our new eStatements tool a more modern, user-friendly that can be accessed within Treasury Banking Suite ()! All Administrators and Users _ have been granted eStatement _ will be able to _ statements and notices within .
Ask your Treasury Management _ for the TBS eStatement Start Guide for further .
Yes, all Administrators, Users, Interested Parties will be to review, validate, and _ the new Terms and .
For instructions on how __ view your eStatements within new eStatement platform - Ask your Treasury Management _ for the TBS eStatement Start Guide.
The Additional Recipients experience also been improved, allowing to grant statement access __ what is called an Party. If a prior Recipient is a TBS _ and Administrator can grant _ access to statements and __ within Treasury Banking Suite. Beginning June 30, 2021 Administrators will be _ to setup Interested Party _ on the new system individuals that need access __ statements and notices but __ not have a TBS . After setup Interested Parties _ be able to select own user credentials and _ the eStatement portal without __ Treasury Banking Suite (TBS) _.
Yes. With the new tool, Additional Recipients are called Interested Parties. Beginning June 30, 2021 Administrators will be _ to set up Interested __. If the Additional Recipient __ a TBS User an can grant direct access __ statements and notices within Banking Suite. Any individual as an Additional Recipient __ the old system that _ not have TBS will _ to be set up __ an Administrator as an Party on the new _.
Interested Parties provides access __ statements and notices through _ separate portal for those do not have Treasury __ Suite access. The users _ no longer be required __ access the statement using Secure PDF process. Instead, an Admin grants access __ Interested Parties for the time, the users will __ sent an email requesting _ to register for the _. The users will be to create a password, select security questions, that _ allow them to reset password, when needed. Interested __ will also be asked __ accept the disclosure upon first login. After that, Interested Party will be _ to access any statements noticed they have been __ access to.
Once registered, Interested Parties log in to the _ by visiting https://www.estatements.io/GreatWesternBank . Ask your Treasury Representative for the TBS Interested Parties Quick Start for further assistance.
Beginning June 30, 2021 Administrators can grant _ to an Interested Party __ clicking the pencil icon _ to the Interested Parties __ within eStatements. Click “Add __ Interested Party”, then enter user’s name and email __. Then, click the Add __ link to grant the _ access to specific accounts.
NOTE: The Email Address _ be the Interested Party’s for the eStatement portal.
The newly added Interested will then receive an with a link to for access to the _. The users will be to choose a password __ well as to select questions to allow them __ reset their own password, __ needed. Interested Parties will _ be asked to accept disclosure upon their first . After that, Interested Parties _ be able to access statements and noticed they _ been granted access to.
Once registered, Interested Parties log in to the _ by visiting https://www.estatements.io/GreatWesternBank . Ask your Treasury Representative for the TBS Administrator Quick Start Guide further assistance.
Interested Parties can reset own password by visiting https://www.estatements.io/GreatWesternBank and clicking on "I forgot my password" _. They will then be to enter their username ( address) and answer one __ the security questions they during enrollment.
If the Interested Party's address has changed, the Administrator will need to _ the Interested Party and the user as a Interested Party with the __ email address. Statement and _ history will be retained _ this process.
Ask your Treasury Management _ for the TBS eStatement Parties Quick Start Guide __ the TBS eStatement Administrator Start Guide for further .
The new eStatement platform _ be available June 17th 2021. Watch your TBS Bulletins email notifications for more _!
Once logged into TBS can go to either Apps Tab or Access _ located on the Dashboard you will select eStatements, _ as you do today. _ will then be presented __ a new tab.
Ask your Treasury Management _ for the eStatement Quick Guide for further assistance.
Treasury Banking Suite Administrators _ be able to access statements and notices available. User access will be __ by the Administrator(s) and vary based on each __. Tax Documents are reported __ the Tax Identification Number __ all Administrators and Users _ TBS will have access __ view.
Your Delivery Preferences will __ the same as they today. However, once you _ the new eStatements platform the first time, statements notices for all of _ accounts will automatically be to electronic.
TBS Administrators can update delivery preference at any _ by clicking on the Preferences button within the tab. To change to statements for a particular __, update the delivery preference __ Paper for that account (Please Note: Paper Statement _ may apply). To have the and notices available electronically, _ Electronic .
Loan Customers: Previously some documents _ sent to you electronically others as paper. Going __, if you were previously in eStatements, all of _ statements and notices will be delivered electronically.
Going forward Statement, Enhanced __ Analysis Statement, and Notice __ will now be available 24 months, instead of 18 months. Customers will have __ least the same amount __ history that they have _ today, if not more, up to 24 months _ time.
The delivery preference for _ new account(s) will be to Paper until you to Treasury Banking Suite () and go to the platform. Once you are __ the eStatement platform, your account(s) will be automatically to Electronic.
TBS Administrators can update delivery preference at any _ by clicking on the __ Preferences button within the tab. To change to statements for a particular __, update the preference to Paper for that account (Please Note: Paper Statement _ may apply). To have statements notices available electronically, select Electronic .
Statement and Notice history _ be retained for 12 _ once an account is _. Following the 12 month _ the account and history _ be removed from Treasury __ Suite (TBS). If statement notice history is needed the closed account has _ removed, customers may contact bank for copies.
With the new eStatement , you not only will __ able to access statements your checking and savings like you do today, you will also be _ to access notices and documents. Additionally, loan statements notices will now be for eStatements!
Safe Deposit Box notices not available within eStatements __ this time.
Yes, once the statements notices are available you _ be notified by email. email address used for _ notification is the same address used for Treasury __ Suite (TBS).
The email address used eStatements will now be same as your email __ for Treasury Banking Suite (). To update, click on My Settings > My __ located within Treasury Banking (TBS), enter your updated address on that screen Save.
In addition to having option to download your _ as a PDF document, will now have the _ to view your document __ an HTML format.
Features of the HTML _ include the ability to _ the document (by selecting _ + F on your ) as well as access __ Account Reconciliation Calculator by the small calculator icon __ the right-hand side of _ screen.
The HTML format will __ available for checking and __ account statements only. This _ won't be available for from the past but _ be for all statements forward!
No, there are no _ to the number of or Interested Parties that be setup to access and notices!
No, there are no _ to the number of that can be setup statements and notices!
No. The available formats PDF and HTML.
Yes, to print or click on the PDF _ next to the document. _ you can choose to or download the statement __ notice.
Statement and notice history __ tied to the account _, not the individual Admin __ User. If Admins and/or change, history will not __ lost.
Statements and Notices will __ available the 1st business following the statement cycle _. The statement cycle dates vary by account.
Yes, check images will to be included with PDFs of the monthly . HTML does not include _.
If you are not enrolled in eStatements, Administrators sign up within Treasury __ Suite (TBS). From TBS __ to the Dashboard Access _ or Apps Tab on , and select eStatements. Review Disclosure Agreement, then enter validation code provided and "I Accept" to agree __ the Disclosure. You will _ be directed to the platform tab, where you select the Delivery Preferences __ Paper or Electronic for _ account. (Please Note: Paper Statement _ may apply.)
Please feel free to __ your local Treasury Management _ with any questions. You also contact customer service __ Email: info@gwb-online.com.