So we do itemize each fee separately on the statement, for example:
$3.00 maintenance fee 1/31/22,
$3.00 maintenance fee 2/28/22 and
$3.00 maintenance fee 3/31/22,
Our problem is that the "total service charge today" field available from our core system, only looks at the fee assessed on the day the statement cycles, so it is programmed to only list $3.00 here (instead of $9.00) because there was only a $3.00 fee assessed on the day the statement cycled. This has only been a problem on quarterly statements. So that was the reasoning for my question, on whether both are technically required....itemized separately and grouped together providing a total of fees. Our core programming set-up seems misleading and confusing, so if we aren't required to provide the total fees assessed, I think we should eliminate and continue itemizing them separately.