Member Portal

Member Portal is the lightweight alternative to iBANK — statements, loan status, profile updates. Use it when full Internet Banking is overkill or when bandwidth is tight.

Standing instructions — recurring transfers a member can configure from the portal.

How a member downloads a statement

A single-click PDF or CSV statement is enough for most members; the form fills in the date range with sensible defaults.

Member logs into the portal.
Clicks Statement; picks an account and a date range.
Downloads PDF or CSV.

Reference

Feature checklist

Single-page portal with no JS framework dependency
Statement PDF + CSV
Loan application status only — no apply flow

Accounting integration

Read-only.

Tip. Use Member Portal as the lightweight option when iBANK is overkill.

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