{"id":5888,"date":"2020-08-12T15:03:44","date_gmt":"2020-08-12T13:03:44","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5888"},"modified":"2024-03-25T15:35:14","modified_gmt":"2024-03-25T14:35:14","slug":"automated-delivery-of-account-statements","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/kontoauszuege-automatisiert-zustellen\/","title":{"rendered":"How can I automate the delivery of account statements?"},"content":{"rendered":"

Would you like to have account statements sent to you by e-mail every month or even every day? Then we will show you on this page how you can configure the delivery with just a few clicks.
The notifications will be sent to the address specified in the account management (Client Portal). Registered email<\/a> sent. We recommend that you check the e-mail address first and adjust it if necessary. Then you can configure the delivery for account statements.<\/p>\n\n\n\n

Dialing into the account management (Client Portal)<\/h3>\n\n\n\n

Sign up in the Account Management (Client Portal)<\/a> and then click the path > Reports > Bank statements<\/strong>.<\/p>\n\n\n\n

\"captrader_create_account_statement\"<\/figure>\n\n\n\n

Now click in the category ><\/strong> Bank statement delivery<\/strong> on the > Configure icon.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Now click in the category ><\/strong> Delivery of standard account statements<\/strong> on the > Configure icon.<\/strong><\/p>\n\n\n\n

Tip: If you have configured your own statements (e.g. an account statement only for dividend receipts on your securities account), you can access them here on this page in the category > Delivery of daily, user-defined statements<\/em> configure their delivery.<\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

On this page please click on the button >Continue<\/strong>.<\/p>\n\n\n\n

\"captrader_create_account_statement\"<\/figure>\n\n\n\n

Selection of delivery options for the account statement<\/h3>\n\n\n\n

Now select for each of the three pull-out types<\/p>\n\n\n\n