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E-Statements

What is an E-Statement?

An E-Statement is an electronic version of your paper statement via our secure website. The statement looks just like the one you receive in the mail but instead of paper, your statement will be available inside Virtual Branch to review and print.

Are E-Statements safe?

Absolutely! In fact, your E-Statement may even be safer than a paper copy because there is less chance of it being stolen or lost in the mail! E-Statements will never be emailed to you. Instead, they require your secure Virtual Branch login.

Why would I want an E-Statement?

When you sign up for E-Statements, you’ll enjoy safety, timeliness and convenience.

  • E-Statements are more secure than paper statements, because you reduce the risks that your statements are lost or stolen in the mail.
  • You’ll receive your statement faster – with no more waiting for the mail to arrive.
  • You’ll eliminate the storage hassles of traditional paper statements. You can choose to print your statement or just save a copy on your PC.

How do I enroll for E-Statements?

To enroll for E-Statements log into Virtual Branch and follow the three steps below:

  1. Click on ‘NEW E-Statements’ from the left menu.
  2. Select the member number for which you want E-Statements.
  3. You will be prompted to enter an email address where you would like your email notice to be delivered.

    Please note: It is recommended that you use a personal email address and not a work email.

If you have multiple accounts within Virtual Branch, you will enroll for each individually. Just select each account from the drop down box when prompted.

 

The E-Statements Service requires a new window to open to display the enrollment application and to access your statements. To continue with enrollment, your browser window must ALLOW pop-ups. If you have your pop-up blocker enabled, you must add https://www.netit.financial-net.com/refcu to your pop-up blocker's list of allowed sites.

Do I have to be a registered Virtual Branch User to enroll for E-Statements?

Yes, for your security E-Statements are located inside Virtual Branch. Click here to enroll for Virtual Branch.

Can I sign up for E-Statements if I am the joint owner on an account?

Yes. If you are a joint owner on an account and can view the statement in Virtual Branch you can sign up for E-Statements for that account. Please note: If both account owners are registered Virtual Branch users, both Virtual Branch owners can access the E-Statement. However, only one owner will be notified via email when the E-Statement is ready.

I know my password and can login to Virtual Branch but I still cannot see the E-Statements site.

Make sure your pop-up Blocker is turned off for the E-Statements site or add https://www.netit.financial-net.com/refcu to your list of allowed sites.

How will I know when my E-Statement is ready?

Once signed up, you will receive an e-mail notifying you when your statement is ready. Simply click on the link in the email and it will take you to our Virtual Branch. To ensure receipt of your e-mail notice, make sure you keep your e-mail address current within E-Statements as well as the email address in Virtual Branch. Your email address can be easily updated in the “Profile” section of E-Statements.

After signing up, how long will it take to receive my first E-Statement?

If you signed up for E-Statements at least two days before the end of the month, you will receive your first statement on the first of the month; otherwise you will have to wait for the following month. Note: Members who receive quarterly statements will see their first statement at quarter-end.

If I do not receive an e-mail notification, does this mean my most recent statement is not available?

No. If you do not receive an e-mail notification, it may be because:

  • Your e-mail address has changed. You can update your e-mail address quickly and easily by going into the E-Statements site and changing it under the profile section.
  • You enrolled after the cutoff date. In order to receive your E-Statement for the following month, you must enroll for the service at least two days before the end of the month.
  • Email was blocked, add info@refcu.org to your allowed senders to keep it from going into your spam or junk folder.

What if I change my email address?

In order to continue receiving the email notice that your latest E-Statement is available, you need to notify us of your email address change. This can be done through the Profile section inside the E-Statements Service. Please note: Changing your email address inside Virtual Branch will only change your email for Virtual Branch, not for E-Statements. Make sure you change it inside E-Statements as well.

Can I print my E-Statement?

Yes. You can also save an HTML version of it right to your computer!

How long is an E-Statement available online?

Your E-Statement will be available online for six months.

Can I save my E-Statement?

Yes. To save a copy of your electronic statement, click on the ‘Printable Version’ button while viewing your E-Statement. When your document is loaded, you can choose "File" then "Save As" and specify where you want the document saved on your computer or disk.

Will I be able to get information that came with my paper statement, like the promotional inserts and quarterly newsletter?

Yes. You can still receive the credit union news you're used to getting such as the promotional inserts. All you have to do is click on the links at the bottom of your statements to view current promotional inserts and disclosures.

How do I look at old statements?

To review a previous statement click on the view link located under the Statements page inside E-Statements. You will have access to up to a 6-months history of your most current Rockland EFCU member statements, beginning with the first month of enrollment growing to six during your first six-month tenure. For members receiving only quarter-end statements, the maximum statements you will see is a total of 2 months, as you do not have statement history for 4 of the 6 month periods.

Who should I contact if I can't access my E-Statement?

If you cannot access your E-Statement or you forgot your Virtual Branch password, you can contact our Member Service Department by email through Virtual Branch or by calling 845-371-5804 Monday - Friday between 9:00 AM to 5:00 PM CST.

What if there is a problem with my account?

Our Member Service Representatives are available to answer any of your questions.

What if I change my mind and want to go back to paper statements?

If you wish to go back to paper statements all you have to do is click on the Profile Tab inside E-Statements. Then, under the User Information page, click on the ‘Initiate De-enrollment’ link.

 

Before processing your de-enrollment, the system will prompt you to be sure you want to de-enroll.

 

Immediately upon de-enrollment, you will no longer have access to the system. However, if you should change your mind, a Member Service Representative may reactivate your E-Statement account and you may regain your online access.


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