SMART Finance News You Can Use

For a secure way to send Region 1 your bank statements for review, instead of emailing them, use the following:

Click on the little Green Window (Quick Menu) and go to Smart Documents. From here, click on Add Folder, which you can name "Bank Statements" as in the screenshot below. Within the Bank Statement Folder, create a subfolder for each month, and upload your bank statements into the appropriate folder.

Lastly, please mail us to let us know that the statements have been uploaded.