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
- CSV (as CSV file formats vary, not all files will work, where possible download other options from your bank)
- 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.