Bank statement information can be downloaded from your bank and imported into your Trust Account.

Supported file types include:

  • OFX (recommended type) version 1.0.2 only
  • QIF
  • TXN
  • CSV (as CSV file formats vary, not all files will work, where possible download other options from your bank)

To import a file:
  • Select Trust Accounts on the green menu
  • Select the account you want to import the statement for if you have more than 1 trust account
  • Click Bank Statements at the bottom of the page or the blue bank statements tile

Click Import Bank Statement

  • Click Choose File
  • Browse and select your file from the bank which should be located in your downloads folder on your computer
  • For some file types, select a date format and enter statement dates
  • Click Submit

Re-Leased has the ability to upload a manual bank statement also if you require this option please select Manual bank statement. This option should only be used if you are unable to obtain a bank file.