Ultimate Guide to Setting Up Electronic Bank Statements
Electronic account statements (e-statements) are a faster, safer, and greener option compared to getting your account statements in the mail. It’s one less piece of mail to handle and an easy way to go green.
In this guide, we’ll walk you through the basics of e-statements and how you can sign up through online banking our our mobile app. Let’s get you set up!
Table of Contents:
· How to Set Up e-statements in Online Banking
· How to Set Up e-statements in the Mobile App
What is an E-Statement?
An e-statement is the electronic version of your account statements. You typically receive a bank statement every month that details your checking or savings account activity. If you’ve not opted into e-statements, you’ll usually receive these paper statements through the mail. Otherwise, your electronic statement will be sent to your online account and possibly your email.
Just like a paper bank statement, your electronic bank statement will include your account balances, account numbers, statement period, or any additional account holder information. For example, if you have a checking account through your financial institution, your e-statement will document your account transfers, spending habits, and other account activity. You can easily review your banking statements by downloading your statements online.
If you want to learn more about e-statements and their main benefits, I suggest you read our “What is an E-Statement” article. Now, let’s cover step by step how you can set up your First New York E-Statements.
How to Set Up Your First New York E-Statements
Signing up for e-statements through your online banking and mobile account is fast and easy. This section will walk you through how to get this activated through either online banking or mobile app.
If you’re a First New York FCU member and not enrolled in our online banking, our Contact Center can get you enrolled. You can contact us by texting or calling (518) 393-1326.
Online Banking
Our online banking is First New York’s online branch. You can log in through our main website’s portal to access your bank accounts. Bank anytime, anywhere through an internet connection. Use these six steps to enroll in receiving your bank statements online.
Step 1: Have an online banking account
First New York FCU members aren’t automatically enrolled in online banking when they become a member. You’ll need to enroll by contacting our Contact Center or visiting one of our branch locations.
· If you don’t have a online banking account: You won’t be able to access our mobile app either which means the steps below will be unavailable. To get an online banking account, you can contact us by texting or calling (518) 393-1326.
· If you have an online banking account: Use your username and password to login into the main portal.
Step 2: Click on “E-Statements” in the Dashboard
Accessing your e-statements is quick and easy within our online banking!
1. Log into online banking and hover over ‘My Accounts’ in the top navigation. Then click on E-Statements.
Step 3: Accept the Third Party Notification
If this is your first time signing up for e-statements, you’ll receive a pop-up notification saying you’ll be leaving our website and to hit okay. This will allow you to go to your e-statement portal. Select “OK” and proceed to the “Terms and Conditions” page.
Step 4: Read and Accept the Terms and Conditions
Once you select “OK”, you’ll get directed to a new page that has our e-statements terms and conditions. Please read and accept the terms and conditions.
Step 5: Confirm Your Email Address
After you accept the terms and conditions, you next need to provide a valid email address to help keep your documents secure. Type your email in the designated boxes and click “Submit”.
Step 6: You’re All Set!
Now, you’re enrolled in e-statements! You will no longer receive printed bank statements through the mail. Instead, you will receive them monthly through your email and this portal.
Mobile App
In this section, we’ll walk you through the six steps to set up e-statements through your mobile app. If you’ve already set up e-statements through online banking, then your account is set up, and you don’t need to repeat these steps.
Step 1: Log into our My First New York Mobile App
As we mentioned earlier, First New York FCU members aren’t automatically enrolled in online banking when they become a member. You’ll need to enroll in order to use our mobile app.
· If you don’t have an online banking account: You won’t be able to access our mobile app either which means the steps below will be unavailable. To get an online banking account, you can contact us by texting or calling (518) 393-1326, or visiting one of our branch locations.
· If you have an online banking account: Download the My First New York mobile app to your iPhone or Android. Use your online banking login information to sign in to the app.
Step 2: Navigate to the E-Statements button
Once you’re logged in to the app, go to the right bottom corner and select “More”. From there, you can select “e-statements” from the middle buttons.
Step 3: Read and Accept the Terms and Conditions
Once you select “Okay,” you’ll get directed to a new page that has a “Terms & Conditions” box. Please read and accept the terms and conditions.
Step 4: Confirm Your Email Address
After you accept the terms and conditions, you’ll need to provide a valid email address to help keep your documents secure. Type your email in the designated boxes and click “Submit”.
Step 5: You’re All Set!
Now, you’re enrolled in e-statements! You will no longer receive printed bank statements through the mail. Instead, you will receive them monthly through your email and this portal. If you need to get into e-statements at a later date through the mobile app, go to step 2.
Bank Paperless with First New York!
You’re officially enrolled in our e-statements and ready to bank paperless with us!
You can contact us for assistance setting up your e-statements or to help you become an e-member. To get started, text or call (518) 393-1326. The Contact Center is available Monday-Friday from 8 a.m. until 6 p.m. and on Saturday from 9 a.m. until 1 p.m.
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