Setting a Balance History Default

In ScotiaConnect you have the option of specifying a default for the Balance History Report that will be displayed or printed each time you access the Balance History screen.

To set a default:

1. From the Account Information menu, select Balance History then Balance History Report.

2. Click on the Set Default link in the upper left corner of the Balance History screen to access the Balance History Default window.

3. From the drop-down menu, select the Report ID you would like to have as your default.

4. Specify whether you want the report for the Month Ending This Month or Last Month.

5. Choose the number of Months of Data you would like the report to contain.

6. Select either View or Report to indicate whether you would like to view or print the report when you access the Balance History screen.

7. Click on the Save button to capture your changes.

Setting a Balance History Default

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