We’ve recently updated the ‘Manage paperless preferences’ feature in new Bankline to allow profiles with 'third-party' accounts to manage paperless preferences for those accounts. Plus, third-party accounts in Bankline will no longer be blocked for paperless preferences amendments.
What privileges will I need for this?
You’ll need the ‘Manage paperless preference’ privilege to amend your paperless preferences. Paperless preferences cannot be amended for currency accounts, external accounts or accounts that currently have documentation suppressed.
How does this benefit me?
- Time saving – you’ll be able to select which accounts you don’t want to receive paper documents for and have email reminders sent to you when a new document is available to download.
- Efficiency – you'll be able to keep a digital copy of a document for your records instead of having a paper copy sent to you
Need help setting this up?
Watch our new video for a step-by-step guide on downloading statements and setting up paperless preferences!