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How to enroll in e-Statement?
Once I enroll, when will I stop receiving paper statement?
Why can't I view the sample e-Statement during enrollment?
How do I log in to e-Statement?
How do I know when my e-Statements are ready?
How does the Email Reminder work?
Is there a fee for e-Statement?
How to retrieve e-Statement?
How many months worth of e-Statements can be viewed at one time?
What types of e-Statements are retrievable?
How to update my email information?
What disclosures are available with e-Statements?
What happens in the event of an invalid email address?
Why am I receiving paper statement when I signed up for e-Statement?
Why does the following message "session time out" appear?
How does the Credit Union handle joint owner's instructions?
Can non e-Statement members still view their statements online?
How to discontinue e-Statement?
Who do I contact for technical support?
Why is the credit union's web address not included in the email notifications?
How is my privacy protected?
Why am I not able to receive e-Statements?
Why are there no monthly promotions included with my VISA or HELOC statements?
Will e-Statements always be available?
How do I safely log off of e-Statement?
How to enroll in e-Statement?
Sign on to your account using Online Banking. You can elect to enroll for e-Statement by clicking on the E-Statement button and following these instructions:
- a. Review the terms set forth in the disclosure/agreement.
- b. Download and retain a test statement with Adobe Acrobat Reader.
- c. Provide your e-mail address, which will be used for us to send you an e-mail notification whenever your new electronic statement is available.
- d. Click on "Agree" at the end of the disclosure.
Once you click on "Agree," a confirmation email should be sent immediately to the email address provided. Also, your e-Statements will be available immediately.
Once I enroll, when will I stop receiving paper statements?
Once you enroll, this service will be implemented in the next statement cycle.
Why can't I view the sample e-Statement during enrollment?
Adobe Acrobat Reader is required to view e-Statement. If you cannot view the sample e-Statement during enrollment, please click on "I cannot view e-Statement" and you will be directed to Adobe's website. You can then elect to download a free copy of Adobe Acrobat Reader. Once you have Adobe Acrobat Reader installed, you will then be able to view the e-Statements correctly.
How do I login to e-Statement?
Log into Online Banking. Then, click "e-Statements." For first time Online Banking users, you will need to enroll.
How do I know when my e-Statements are ready?
You will get an Email Notification when your e-Statements are ready
How does the Email Reminder work?
All e-Statement users will receive one e-mail reminder if they meet all of the following criteria:
1. the user hasn't logged into e-Statements for 15 days after the “email notification-your statement is ready for viewing” was sent.
2. the user has at least one unviewed e-Statement on the site.
3. the user hasn't received any e-mail reminder.
Is there a fee for e-Statement?
e-Statement is free to all members who enroll.
How to retrieve e-Statements?
Login to your account and go into e-Statement. You will see all the available types of e-Statements.
Click on the type of statement on the left, and your statements will appear by date on the right hand side.
Select the desired statement to view.
If you would like to print a copy of your statement, open and view your statement, then click on 'Print'.
If you would like to save a copy of your statement onto your computer, open and view your statement, then click on 'Save a Copy' in Adobe Acrobat Reader.
If you are not able to see a list of your available statements, try clicking Statements at the top left hand corner.
Note: Adobe Acrobat Reader is required for e-Statements.
How many months worth of e-Statements can be viewed at one time?
12 months' worth of statements are viewable at one time. This is a rolling 12 month count, meaning the oldest statement will be removed when a new statement arrives.
Example: January 2007 to December 2007 = 12 months.
When January 2008 arrives, the viewable statements will be from February 2007 to January 2008.
What types of e-Statements are retrievable?
HELOC, Visa Gold/Platinum, Visa Classic, Monthly and/or Quarterly Checking/Savings.
How to update my email information?
Once you sign on to your accounts and in e-Statement, go to "Profile" and review what we have on file as your current email. Then, click on "Update" to update your email address. Lastly, click on "Submit".
What disclosures are available with e-Statements?
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e-Statement Agreement
- Monthly/Quarterly statement disclosure
- VISA Statements (Classic, Gold, Platinum)
- Home Equity Line of Credit (HELOC)
What happens in the event of an invalid e-mail address?
If the e-mail is returned due to an invalid e-mail address, we will send you paper statements. Paper statements will continue until you re-enroll for e-Statement with a valid e-mail address.
Why am I receiving paper statement when I signed up for e-Statement?
Once you enroll for e-Statement, you will stop receiving paper statements on the next statement cycle.
If you input an invalid e-mail address, we will automatically revert you back to paper statements. You will need to re-enroll to receive e-Statements again. Please login to "Online Banking" and "e-Statement" to verify your e-mail address.
Why does the following message "session time out" appear?
Due to 15 minutes of inactivity and for your security, the system will automatically log you out. You will need to click "Sign Off" and re-login to Online Banking.
How does the Credit Union handle joint owner's instructions?
If any accounts or loans include a joint owner/borrower, we will honor the instructions of any joint owner or borrower. However, if we receive conflicting instructions, we will send paper statements.
Can non e-Statements members still view their statements online?
Yes. The original Statement button will remain active in Online Banking. This is for members who still want their paper statements through the mail. They will have the ability to view up to 12 month(s) of data.
How to discontinue E-Statement?
If you decide later that you prefer to have paper statements mailed to you, you can reinstate paper statements and discontinue e-Statements by calling our Service Center at 415-775-5377, option 4 or by visiting any San Francisco Federal Credit Union branch.
Who should I contact for technical support?
All technical support issues should be addressed to Service Center at 415-775-5377, option 4 or by email to contacts@SanFranciscoFCU.com.
Why is the credit union's web address not included in the email notifications?
Committed to protecting your privacy, San Francisco Federal Credit Union will never send an email containing links, requesting members to copy and paste an URL into a browser, or requiring customers to send personal information via email or pop-up windows. The safest way to login to a website is to manually type the webpage address into the browser.
How is my privacy protected?
Our current Privacy Policy covers members who sign up for e-Statements. View our Privacy Policy.
Why am I not able to receive e-Statements?
There are several possible reasons for this.If you provided an incorrect e-mail address during the enrollment process, we will revert you back to paper status. You will need to re-enroll into e-Statements and provide us with the correct e-mail address.
If your mailbox is full and the e-mail sent is returned to us, we will revert you back to paper status. You will need to re-enroll to continue receiving e-Statements.
If you recently changed your e-mail address, you will need to login to e-Statements to update your e-mail address.
The e-Statement service can be activated if you have existing statement(s). For new members that recently joined the credit union, please visit us again to enroll after you receive your first paper statement in the mail.
Why are there no monthly promotions included with my VISA or HELOC statements?
This feature will be available at a later date.
Will e-Statements always be available?
e-Statements will be available at all times except during our monthly maintenance period. This monthly maintenance occurs every second or third Saturday of the month, taking place from Saturday night and into early Sunday morning. A notification will appear in e-Statements few days prior to the maintenance. Please keep in mind that it is only e-Statements that are unavailable at that time. All other features in Online Banking will still be functional.
How do I safely log off of e-Statement?
To log off safely, click on "exit" .
For more information, please contact us at 415-775-5377, option 4 or contacts@SanFranciscoFCU.com.
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