To download statements to 3rd party software, in Client Portal/Account Management, click on menu Reports followed by Statements . (If you manage or maintain numerous accounts, Account Selector opens. Search for and select an account.) In the Statements screen, in the Run a Statement panel, select Third-Party Downloads as Statement Type. Select the Period and Date, and choose the 3rd party software from Format. Click Run Statement .

Additional information on third-party downloads can be found in our Users’ Guide.