End of Month Statement Customization
November 21st, 2025
FI admins can now customize end-of-month account statements directly in the Admin Portal through Institution Settings. Customization options include statement title, disclosure paragraphs, NCUA regulatory mark display, contact and mailing information, account number masking, and closing paragraphs. Settings apply institution-wide to all future statements automatically. All institutions start with default settings that match their current statement format. Reference the documentation for more information.
