Get an understanding of where to find and download your monthly statements from Viably.
Need to download your monthly activity from your Viably Account? You can easily find this information within your Viably settings. This article will walk you through the steps of finding and downloading this information as you need.
How to Find and Download Your Monthly Viably Statement
Once you've logged into Viably, navigate to your profile card in the upper right-hand corner. Click your initials and select "Account Settings."
You can also navigate to Settings at the very bottom of your Viably navigation panel.
You'll then be provided several tabs regarding your account, but navigate to "Statements."
From this view you'll find the available monthly statements from your Viably account or you can create a custom date-range to download.
To review a month simply select the appropriate month - this will automatically download. If you need to review and export the last 60 days, 90 days, or a custom date range, select the time you wish to review and click generate.
Once clicked, this will automatically download a PDF statement for you to review or share. That's it! You can always access these statements as you need.