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YTD dividends, and available
balance) and loan information. (Including payment amount, delinquent
amount-if any, payoff amount, Annual Percentage Rate, and next payment
due date). Transfer money between shares, make loan payments, transfer
money to other member accounts, display several YEARS worth of share
and loan history. Pull up statements back to Jan 1995.
What is Required?
Internet access and the Perfect-Teller client program.
Summary of Features:
Account
Summary:
When you sign
on, an account summary screen will be displayed, which conveniently
shows all of your shares (description, balance, and year to date
dividends) and loans (note number, payment amount, balance and delinquent
amount on one screen. You can then click on an individual share
or loan to show more detailed information and to display that account's
history.
Account History: History can be sorted by any column
header, including date (which allows you to reverse the date order
before printing), transaction description (which groups all like
transactions together), and draft number (which groups all credits
together, then all NON-DRAFT debits, and then all DRAFT debits in
order, which is the preferred order for Quicken's reconcile option).
The history screen re-sizable from normal size to full screen. There
is also the ability to export in CSV, TXT and QIF (Quicken) formats.
Statements On-Line:
You can pull up and print the last several years' worth of Monthly,
and Quarterly Statements via the Perfect-Teller program. Statements
back to January 1995 are available on-line.
Apply For A Loan On-Line: Complete
a loan application on-line at your convenience.
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