Resources for our customers

HOW TO Print to Screen and save to PDF (with website address at the bottom of each page)

When we request a bank statement of asset document, and the current month's statement is not available yet, we'll ask you for a "transaction summary". This is an acceptable alternative to a monthly statement. It's very important that you provide us a transaction summary that is acceptable to the banking and lending standards. When you go to your bank to print this transaction summary, it must be done in a specific way, otherwise it won't be accepted. We need you to print the webpage you're viewing to a PDF file. This is commonly known as "Print to Screen". When done correctly, each page of the document will show the website's address at the bottom of each page of the PDF document. It must be done this way. Lenders and banks won't accept a screen shot, or photos of the webpage from your phone.


Please click on the PDF icon below to view a PDF document that explains the simple steps necessary to do the Print to Screen correctly, on any device, so that what you're viewing online is saved to a PDF with the web address at the bottom of each page of the document.