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