What details are included in a Historical Balances & Transaction History Asset Report?
In an Asset report, you'll find a summary page that includes
essential applicant information like their name, phone number, and email
address. This summary also presents an overview of the applicant's connected bank
accounts, listing the institution's name, the account details, and the current
account balance.
The information you'll have access to within this report
includes historical daily ending balances within the chosen time frame. This
data will also reveal the minimum and maximum daily ending balances during that
period. Additionally, you'll find a complete transaction history, which
includes descriptions, inflow and outflow amounts, and the daily ending balance
for each transaction within the specified time frame.
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