6.1 E-statements Subscription

This topic provides the systematic instructions to user to manage their e-statement subscriptions, including both subscribing and unsubscribing.

A customer may prefer receiving regular e-statements at their email address instead of physical copies. To accommodate this, the customer can opt to subscribe to e-statements. Once the subscription request is made, the customer will start receiving regular statements via email, using the address maintained with the bank.

To subscribe / unsubscribe for e-statements:

  1. Perform anyone of the following navigation to access the Transactions screen.
    • From the Dashboard, click Toggle menu, then click Menu, and then click Cards , and then click Credit Cards . From the Credit Card List , click on the credit card, from the Credit Card Details page, click on the Search History card, and from Transactions page , click on the More Actions , and then click on the E-statements Subscription.
    • From the Search bar, type Credit Cards – Credit Card Detailsand press Enter, click on the Search History card, and from Transactions page , click on the More Actions , and then click on the E-statements Subscription.
    • From the Search bar, type Credit Cards – Transactions and press Enter, click on the More Actions , and then click on the E-statements Subscription.
    • From the Overview widget, click on the Credit Cards card. From the Credit Card List , click on the credit card, from the Credit Card Details page, click on the Search History card, and from Transactions page , click on the More Actions , and then click on the E-statements Subscription.

    The popup to subscribe/unsubscribe the E-Statement appears.

    Figure 6-4 E-Statements Subscription



  2. From the Card Number list, select the credit card for which you wish to initiate the e-statement subscription request.
  3. The E-Statement pop-up screen appears with a message stating, ‘You are subscribed! You must be receiving monthly statements for your credit card <Credit Card Number in masked format> on email ID. To stop receiving monthly statements for elected card, click Unsubscribe.
    1. Click Subscribe to opt to receive monthly statements on your registered email address.
      The success message of request submission appears.
  4. If the user has already subscribed for e-statements, the pop up message contains a message stating that the user is subscribed to receive e-statements. The option to unsubscribe for e-statements is provided.
    1. Click Unsubscribe to opt out of receiving monthly statements on your registered email address.
      The success message of request submission appears.
  5. Perform one of the following actions:
    • Click Card Details to navigate to the Credit Card Details page of that card.
    • Click on the Credit Cards link to visit Cards summary page.
    • Click on the Transactions to view the transactions initiated by the card.
    • Click on the Go To Dashboard link to navigate back to dashboard page.