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Electronic documents

  • Updated

We're consistently adding new document to our electronic documents section of online banking. When these new documents become available we'll send out an email advising of which documents are now electronically available. You can view this video tutorial on how to add new online banking docs. 

View documents in the app. Some of the possible documents are statements, tax forms, and notices concerning accounts. 

To view the documents associated with an account in FNBSM Online, select [Account name] > Documents.

  • Enrolling in electronic documents
    Users can enroll in electronic documents on a per-account basis or for all accounts at once. 
  • Downloading electronic documents

 

Enrolling in electronic documents

  1. Choose a situation and follow the corresponding steps.
    Situation Steps
    Enroll from an individual account.
    1. Select an account from the Accounts section.
    2. Select Documents.
    3. Select Enroll.
    Enroll from the Settings screen.
    1. Select the user name in the top right of the screen.
    2. Select Settings.
    3. Beneath the All accounts section, in the Documents field of the relevant account, select Enroll.
  2. Accept the service agreement terms if one is configured by your institution to appear.
  3. If your institution's configuration allows the end user to be able to have more than one notification method, they can choose to be notified when new documents are available, or they can choose if they would prefer not to be notified at all.
  4. Choose a situation.
    • If your institution offers the ability to choose enrolling all accounts or none, the end user selects Enroll all accounts.
    • If your institution supports the ability to enroll in documents on a per-account basis, the end user selects the check boxes next to the relevant accounts.
  5. Select Enroll.
  6. Select OK.

 

 

Downloading electronic documents

You must enroll in electronic documents before they become available for download.
  1. Select an account from the Accounts section on the dashboard.
  2. Select Documents, and then select the document you want to download.
    Use the Statements, Taxes, or Notices tab to view different document types. You can also use the drop-down menu to filter documents by year.
    The document begins downloading.

Statement download options

In addition to selecting date ranges when downloading statements, such as Last month, 12 months, or Custom range, users can also select to download a statement containing information Since last download or Since last statement.

 

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