Online Account Statements

  • What You Need to Know
  • Mutual Funds
  • Workplace Plans
  • Brokerage
  • Online account statements are only accessible after you Log In with your User Name and Password.
  • If you are signed up for eCommunication, we will notify you by email when your account statement is available online.
  • Fourth quarter account statements are available online at the beginning of January, and contain a consolidated view of each of the previous quarterly account statements for that year.
  • Quarterly account statements are available online within the first five business days of April, July and October.
  • Quarterly account statements are held on file for 2 years. If you need account history prior to this time period, please call or email us.

View Online Account Statements

  1. Log In with your User Name and Password.
  2. Select Documents.
  3. Select the View Quarterly/View Annual link next to the applicable date.

View Online Account Statements

  1. Log In with your User Name and Password.
  2. Select Documents.
  3. Select the View Quarterly/View Annual link next to the applicable date.

View Online Account Statements

  1. Log In with your User Name and Password.
  2. Select Access Account
  3. Select the Communications tab.
  4. Select Statements & Reports on the left and choose which statement to view.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.