eStatements

Glide offers three configuration options for enabling eStatements for applicants.

1. Recommended: Always default new applicants to eStatements, and add any necessary disclosures to the Disclosures page

2. Add an opt in checkbox for eStatements to the Preferences or Additional Questions page where the applicant can opt-in to receiving eStatements for their new account(s)

   1. We support defaulting the eStatement or eConsent checkbox on for the Preferences page only. It will apply to both the member flow and dashboard applications.

3. Take no action and send nothing to the core

Jack Henry Symitar

Below are the default fields Glide will send to Symitar to indicate the membership should be enrolled in eStatements. Your financial institution's codes may vary, which should be discussed with your Digital Program Manager during Discovery.

Fiserv XP2

Below is the default field Glide will send to XP2 to indicate the membership should be enrolled in eStatements. Your financial institution's codes may vary, which should be discussed with your Digital Program Manager during Discovery.

Corelation Keystone

Below are the default fields Glide will send to Keystone to indicate the membership should be enrolled in eStatements. Your financial institution's codes may vary, which should be discussed with your Digital Program Manager during Discovery.

Person Record

Person_Contact Record - This can be either a phone number or email address. Below is what will be populated for eStatements if the record is an email address.

Note

Glide validates that the applicant's email address is deliverable, but does not validate that the applicant is also enrolled in online banking. It is the financial institution's responsibility to ensure compliance requirements around eStatement deliverability are met.