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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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