Verto offers an Opt-In service where you are able to automatically receive monthly Currency Statements sent to your email on a monthly basis on the 3rd of each month.
1)Log into the platform.
2)Navigate to the menu bar on the left-hand-side and click on Account Settings.
3)Select ‘Monthly Statement’ in the settings menu and enable the PDF Currency Statement Emails toggle.
Please Note: For security reasons, only Super Admins or Admins are able to configure this toggle.
Now users on your Verto account with the Treasury Notification selected will receive the Automated Monthly statements from the upcoming 3rd of the month.
Please refer here how to configure the multi-user notifications feature.
The statements will be sent to your email address as attachments in PDF format from platform@vertofx.com. Please check your spam folder if you haven’t received the emails on the 3rd or contact Support.
Please note that for UAE registered businesses that the monthly statement emails are automatically enabled on your account due to local UAE regulations.