Viewing Your Recent Account Activity on Next Gen CIB Print

Use this guide to view and download your recent account activity in Next Gen CIB.

Step 1: Access account activity

1. Log in to iBusiness
2. Navigate to:
    Accounts & Enquiries > Relationship
3. Select Account Activity

Step 2: Filter your activity

1. Select the Account
2. Choose a Search Period: 
   • Specify Period: Select custom dates using the From Date and To Date fields
   • Current Period: Displays transactions from the start of the current month until yesterday
   • Yesterday’s Transactions: Shows transactions from the previous day
   • Today’s Transactions: Shows transactions from today

Step 3: View or download activity

• The system will display the selected account activity
• To download the data: 
  1. Click Download
  2. Choose your preferred format: 
     • PDF
     • Excel
     • Text
     • CSV

Helpful Tips

• Use Specify Period to quickly locate transactions within a specific date range
• Choose Excel or CSV format for easier sorting and analysis
• Verify selected filters before downloading to ensure accurate results