Step 01
Create an Account
Register as a TrustLedger customer and complete the required identity verification process.
Process and Guidelines
How TrustLedger Works
TrustLedger allows customers to securely share financial statements with authorized organizations through a controlled, traceable, and time-limited process.
Customer Journey
Share a statement in four simple steps
The customer remains in control of the statement period, expiry date, and permitted number of downloads.
Step 02
Select Your Statement
Choose the bank account and statement period that you want to share.
Step 03
Set Access Controls
Define the expiry date and maximum number of permitted downloads.
Step 04
Share the Secure Link
Send the generated link or QR code to the intended recipient.
Recipient Experience
How banks and organizations access statements
Authorized recipients do not need access to the customer dashboard. They use the secure link provided by the customer to verify and download the statement.
1
Open the Link
The recipient opens the secure TrustLedger link or scans the QR code.
2
Verify Access
TrustLedger validates the link status, expiry date, and remaining access limit.
3
Review the Statement
The recipient can securely verify and download the authorized statement.
Security Controls
TrustLedger uses controlled access features to reduce unauthorized statement exposure and provide customers with visibility over sharing activity.
Customer-controlled statement sharing
Time-limited access links
Configurable download limits
Secure identity verification
Protected statement delivery
Traceable access activity
Important Sharing Guidelines
Share links only with the intended recipient.
Use an expiry date appropriate for the business requirement.
Set the lowest practical download limit.
Do not post statement links publicly or in open group chats.
Revoke access when the recipient no longer requires the statement.
Review shared-link activity regularly from your dashboard.
Need assistance?
Contact the TrustLedger support team for help with registration, statement sharing, recipient access, or account security.