Fiserv eStatements FAQs What kinds of statements are available online?

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Presentation transcript:

Fiserv eStatements FAQs What kinds of statements are available online? The statement types are controlled by the financial institution. Supported account types include Checking, Savings, and Money Market. 1099s can be an additional statement type; they must associated with a specific account and cross referenced with the Tax ID number. To pass the data to Fiserv, NCR would need to store the TIN, which is not the case for some financial institutions. How much history is available? The product comes with 18 months of statement history retention by default, regardless of eStatement enrollment status. This can be extended to up to 72 months at the option of the financial institution. I’m already enrolled for eStatements. How do I see an account I just opened? All supported accounts available for viewing in Online Banking are sent via SSO to eStatements. A new account would automatically show in the left column with an Enroll link. I can’t find a particular eStatement. Where is it? A period of time separates the end of a statement run and the time that it’s published within Online Banking. The financial institution can send statement notifications to users when new statements are posted. Last month I decided to revert back to paper statements for my Savings, so I selected Paper for that account in the Settings menu. Why do I still see that eStatement this month? When the user reselects the paper option for online statements, it changes a flag in Enterprise View but does not go all the way back to the print vendor. Print vendor print suppression is available for some print vendors and would need to be discussed directly with Fiserv EDD. How do I update my email address? Email addresses are not editable within eStatements. The user updates the email in Online Banking, and that new address copies over to eStatements. The basic formula for credit cards, LOCs, and TCLs is: [amount due] of [statement balance] due [due date]   Here the amount due is synonymous with minimum due. The basic formula for installment loans is: [amount due] due [due date]