A step-by-step guide on how to anonymize and upload your statements.
Step 1
Click on “UPLOAD” at the top right corner.
Step 2
When the Security tip pops up, click “Got it”.
Step 3
Click “Anonymize & Upload (PDF Only)” to start uploading statements.
Step 4
Click on “Select File(s)”.
Step 5
Select the PDF files you want to upload from your computer, then click “Open”.
Step 6
It brings you to this step which allows you to remove your personal data from the statement such as name, address and replace account numbers etc. Click “Anonymize”.
Step 7
Hit “Proceed”.
Step 8
Hit “Upload".
Step 9
Your statement upload to Canopy is completed. You can click “Close”.
You will receive an email notification once your statements processing have been completed.
If you need any help please let us know by using the Canopy chat window at the bottom right of your screen to ask us any questions!