Downloading electronic documents

If your financial institution does not have a supported document imaging provider, this feature may not be available.

Create a case on the For Clients site for more information about your features or implementation.
  1. Select Documents from the quick-actions section of the dashboard.
  2. Select the document that you want to download.
    Use the filters to narrow your documents view:
    • Type
      • Statements
      • Taxes
      • Notices
    • Year
    • Accounts

    Banno document filters. See previous list of filter options.

The document begins downloading.
Parent topic: Electronic documents