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Statements

Navigating Your Banking Statement

Access Credit Union statements are delivered following the “Relational Statement” model. That means the information presented on your one statement is inclusive and personalized to you, the member, and therefore, based on accounts in which you have an ownership role, including any joint accounts you may be a part of.


When will I receive my statement?

eStatements will be available within ten (10) days after month end.
Printed and mailed statements will be mailed within 14 days after month end.

Members can also access their monthly statements using one of the following options:

Transaction History via Online Banking
Members can view and export their transaction history from the Transactions area of desktop online banking.

How?
Navigate to Accounts > View Transactions. From there, you have the option to filter the data to select dates or other details.
Then navigate to the bottom of the screen and select either Print to print the transactions or Export to export to the format of choice.

Request Through Branch
Branch staff are able to print statements for members, upon request*.

*Fees may apply.


How to Read Your Statement  

 

Download the PDFs below for a snapshot of the Access Credit Union statements and how to read them.

 


How You Will Receive Your Statement

“Do Not Mail” offers members the option to pick up their statements from their local branch instead of receiving them via mail or digital delivery. Please contact your branch directly to make these arrangements.

“e-Statement Only” ensures that statements are received and viewed in online banking only; no statements are printed and mailed. e-Statements are received within 10 days of the previous month’s end. They are stored and archived for up to seven years, ensuring you have easy access to your statements from anywhere at any time.

Please note that all members under the age of 59 with personal accounts and access to online banking are automatically set to receive their statement via e-Statement only.

"Print & Mail Option" ensures your statement is printed and mailed to your home on a monthly basis. Printed statements are typically received within 14 days of the previous month’s end.



Statement Benefits:

  • Each member receives one monthly statement with a summary of all accounts they have an ownership role on, reducing the number of statements required for each account. 
  • Relational statements are much easier to read and understand because they only contain accounts, investments, and products that you are an owner (or joint owner) of.  
  • All statements are on a month-end cycle, making it easier to reconcile monthly budgets and expenses for members. 
  • Savings accounts with interest cycles greater than monthly, including registered variable accounts, will display the accrued interest. 
  • Registered accounts will display the contract number attached to the account. 
  • A spousal indicator and contributor name will display on registered spousal plan accounts. 


Have a question about your statements?


If you have a question or concern, please reach out to your local branch or contact the Member Solutions Centre at 1.800.264.2926.

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