Brokers have the option of collecting 3, 6 or 12 months bank statement from customers through the consumer portal.

1) Go to Settings

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2) Select 3, 6 or 12 months and click save

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NOTE: Effi lite does not include email automation and electronic bank statement collection. You can bring your own Illion account into Effi.

If you have any questions do not hesitate to reach out to us at support@effi.com.au.

Get easier, faster access to Effi when it's on your phone. Grab an app!

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