Fees and Interest
In the Client Portal, you can easily access an overview of your fee and interest payments, which are separated into two dedicated sections:
- Fees: This section provides a comprehensive list of all fee payments, including upcoming, due, and paid fees. You can quickly identify which payments are outstanding and which have already been processed.
- Interest: Here, you can view details of your upcoming and paid interest payments, helping you stay on top of any accrued interest and track past payments.
Each page contains a Description column, which provides additional details about each payment, giving you a deeper insight into the nature of the fees or interest charges listed. This helps to clarify the status and specifics of each transaction, ensuring full transparency.
Fees
Interest
To see more details on either page, click on the desired payment.
Statuses
This helps to clarify the status and specifics of each transaction, ensuring full transparency.
| Statuses | Description |
|---|---|
| Paid | Fees or interest that have been paid |
| Due | Fees or interest that have not been paid due to unavailability of funds |
| Upcoming | Fees with payment date in the future |
Export Interest and Fees data
To export the interest data displayed on this page, follow these simple steps:
- Navigate to the Interest or Fees section using the left navigation bar.
- At the top-right of the page, you’ll see an Export button.
- Click the Export button to download the interest data as a .csv file, which can be used for reporting or record-keeping.
This will allow you to easily export and manage your interest and fees transaction data
Export data
Example .csv file
Updated 2 months ago