Welcome Letter

The Welcome Letter that appears on the first tab of the statement has a sample letter ready. Below are some options to configure to your organization's needs. Update default Welcome Letter, create your own text content, embedded images & hyperlinks.

Go to Content, then choose Welcome Letters from the drop-down menu 

Create your Welcome message. The edit toolbar will appear during the message edit.

Select the 1st icon, down arrow to add a first name or last name custom field.  

The 3rd icon allows you to select an image to embed within the text.

Create a hyperlink with the 4th icon 

Update valedictionfull name and title


Add executive signature and it appears between the valediction and the signer's name on the welcome letter.

Add the executive photo and it appears on the right side of the online statement.

         Click Save to ensure changes will not be lost