How do I get to my online statements?

When you log into Wealth Online Banking you won’t automatically see the Documents tab.

You can activate the Documents tab by completing the following steps:

  1. Click the Banking Tab
  2. Click View Account Sets
  3. Select an Account Set
  4. Click the Documents tab which should now appear
  5. Click All Documents

Please note: The organisation and user will need both the Banking and Documents service.

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