What You Need to Know about Online Account Statements

  • 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.

Steps to View Online Account Statements

  1. Log In with your User Name and Password. 
  2. In the margin under My Information, select the Choose an Account drop-down menu, located under Statements and Tax Forms, and select an account.