Annual Activity Summary Solution

Our Annual Activity Summary Solution organizes transactions into categories and provides an itemized list of individual charges. This money management tool aids cardholders with budgeting, record keeping and income tax preparation. Enhance your credit union's card value by giving your cardholders a comprehensive summary of card usage for the previous year. Account summaries are produced using a First Data Platform and are sent to cardholders by the end of February. Credit unions also receive all members’ account summaries on CD-ROM in February. Account summaries can be generic or can carry your credit union’s logo.