Viewing Statements

View the details of your monthly statements for your Payments Account.

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Written by Help Center
Updated over a week ago

Keep track of your monthly transactions from the Transactions tab. Monthly statement summaries will begin to appear after a month of using your Wethos Payments Account.

Statements are generated automatically at the start of each month by our banking partner. You can expect your stamens be available in your Wethos Account within the first week of each month.

Head to the Transactions tab from the Payments Account page.

Click on the ellipses next to the make a transfer button.

Select “View Statements” and select which month you'd like to download, or click on the month/year to quick-view that statement before downloading it.

The Wethos Payments Account statement will include the following:

  • Account owner information including name, mailing address, and last four digits of account number. If this is an LLC account then it will show the company name on the statement.

  • Our banking partner information. (Blue Ridge Bank & the mailing address)

  • Opening and closing balance for the month.

  • All transactions made during the month including the date, description, amount and account balance after the transaction.

  • A summary of any fees incurred.

Still have questions? We're happy to help!

Contact us at [email protected].

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