e-Statements

e-Statements let you access an archive of your statements, for the account you have logged into on your online banking. What you will see is an exact electronic version of your paper statement.

Easy And Accessible: Expand/Collapse

"You can quickly and easily access your account information."

  1. Log into your MemberDirect Online Banking account (Not on MemberDirect Online Banking? Contact us and we can get you signed up).
  2. Click on the e-Statement link on the left side of the screen.
  3. Click the 'Click here to download your statement' link that is located following the introductory text.
  4. Select the statement you wish from the list of available statement dates. Your statements are listed by the release dates (usually the 23rd for personal accounts and the end of the month for business accounts, unless specified otherwise).

"You can set your own statement preferences in just a few easy steps, 24/7 through online banking."

Statement Preferences is a convenient, new feature that allows you to choose whether or not you want to receive a paper statement. Please note, this option is available for personal accounts only.

  1. Log into MemberDirect Online Banking (full website at www.synergycu.ca).
  2. Select 'My Accounts' from the menu on the left-hand side of the screen.
  3. And then select 'Statement Preferences'.
  4. Select how you would like to receive your statements:
    - Paper statements in addition to e-Statements, OR
    - e-Statements only
  5. You will be prompted to enter and confirm your email address so we can send a message when your statement is ready to view in online banking.
  6. Once you have submitted your statement preferences change request, you will receive a follow up email confirming the change.

Free: Expand/Collapse

"You can access your e-Statement free of charge."
- An archive of your financial statements conveniently located in one place for your reference.
- No access or download fees for e-Statements.
- Access to MemberDirect Online Banking is needed.

Green/ Cost Savings: Expand/Collapse

"You can help reduce paper and postage, as well as the associated costs for your credit union."
- Reduce your footprint on the environment and future generations; save trees.
- Reduce costs for your credit union, which can be invested back into serving you better or sharing our profits with you.

Secure: Expand/Collapse

"Your financial information has the same level of security as your online banking."
- MemberDirect Online Banking has enhanced online security features turned on.
- Added security tips for those using public or shared computers:

  • If you choose to open and view your e-Statement, be sure to clear the temporary internet files on your internet browser (available under the 'Tools' menu, then Internet Options on Internet Explorer) and log off MemberDirect Online Banking before leaving the computer. If you need assistance with this, please contact your nearest branch.
  • If you choose to temporarily save your e-Statement, be sure to delete the saved PDF files, clear the Recycling Bin, and log off MemberDirect Online Banking before leaving the computer.
  • To protect your personal information: Do not to write down your Login ID (card number) and password (Personal Access Code [PAC]). Do not save this information within a document on your computer.

Additional Information:

Try this service yourself. You can opt out of receiving paper statements by using Statement Preferences (for personal accounts only), contacting your branch or calling the Member Contact Centre at 1-866-825-3301. It's that quick and easy.

® MEMBERDIRECT & Design are registered trade-marks owned by Credit Union Central of Canada, used under license.
 

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