New - Set Up Statement Types

From the Menu, click on Utilities & Administration, then click on Statements.

Click on the Set Up Statement Types page, and a list of statement types will appear. These statement types are set up during your institution’s onboarding process with FidTech Partners. To add a statement type, contact FidTech’s Client Services.

The options for Aggregate By are Recipient and Entity. Recipients can be linked to an Interested Party whereas Entities cannot be linked.

Statement Types can also be Consolidated/Unconsolidated and be made Active/Inactive.