How do I download my statement into third party software?

To download statements to 3rd party software, in Client Portal/Account Management, click on menu Reports followed by Statements . (If you manage or maintain numerous accounts, Account Selector opens. Search for and select an account.) In the Statements screen, in the Run a Statement panel, select Third-Party Downloads as Statement Type. Select the Period and Date, and choose the 3rd party software from Format. Click Run Statement . Additional information on third-party downloads can be found in our Users' Guide.

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