Manage statement preferences
Decide how you want to receive your account statements.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Profile-and-settings.png?w=320&h=180&auto=compress%2Cformat&fit=crop&dm=1683845806&s=a0a5fab1b367820c61bd1f10c6fabbc0)
Here's how to set your statement preferences:
- Sign in to Servus online banking and use the main menu to navigate to the More tab.
- From the More drop-down, select Profile and settings.
- From the Profile and settings page, under Profile settings, select Set my statement delivery preference.
- Enter the email address to receive notifications when your statements are ready.
- For each account, select either Online only or Online & paper.
- Online only allows you to view your statements through online or mobile banking.
- Online & paper allows you to view your statements through online or mobile banking, and
you will receive a paper statement by mail. There may be fees associated with a paper
statement. - Once you have selected a statement option for all your accounts, select Continue.
Success! You've set your statement preferences.
More about convenient features
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Pin.png?w=270&h=271&auto=compress%2Cformat&fit=crop&dm=1674595789&s=674bc3a1e1a10b8fb3467941ce490d39)
Mark an account as a favourite
Create easy access to the account you use most often. Get step-by-step instructions to mark an account as a favourite.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Target.png?w=270&h=192&auto=compress%2Cformat&fit=crop&dm=1674595598&s=121297fee8235b92005a7b1e36e7934b)
Create a digital goal
Set a financial goal and achieve it! Get step-by-step instructions for how to set up and fund a goal.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Shortcut_2023-01-18-195924_qdkq.png?w=270&h=436&auto=compress%2Cformat&fit=crop&dm=1674595257&s=f2766c87a093cbcff5fff0687d717d5b)
Create a shortcut
Complete your most frequent banking transactions faster. Get step-by-step instructions to create a shortcut for a transaction.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Coins_2023-01-18-195914_tnzx.png?w=270&h=321&auto=compress%2Cformat&fit=crop&dm=1674595375&s=48193a988fb052c7df068c85b47c35c8)
Manage top ups
Save money every time you use your Member Card with Top-Up savings. Get step-by-step instructions for how to create a Top-Up.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Set-up-instant-balance.png?w=270&h=270&auto=compress%2Cformat&fit=crop&dm=1681422101&s=87cae58a25bcf23665991495ebe61d44)
Enable instant balance
Use the instant balance widget to conveniently display your account balance. Get step-by-step instructions for how to set up instant balance.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/Notification.png?w=270&h=104&auto=compress%2Cformat&fit=crop&dm=1674595977&s=d4c7d7c513222bda60c90ca78344eef5)
Set up account nicknames
Get step-by-step instructions for giving your account a nickname.
![](https://optimise2.assets-servd.host/evolve-microsite/production/volumes/images/evolve_how-to.png?w=320&h=200&auto=compress%2Cformat&fit=crop&dm=1675133261&s=2ee9f33af3de55859d395e564fb5b30b)
We're here for you every step of the way.
Check out our support centre for step-by-step instructions on new and returning features.
- Schedule a call
Send us an email
Email us and we’ll respond within one business day.
Phone:
Give us a call at 1.877.378.8728 to speak with someone right away.