E-Statements

Frequently Asked Questions

How to Sign Up

1. Once you’re logged in, choose the Statements and Notices option shown on your dashboard.
2. Review the Electronic Statement and Notice Disclosure and Agreement, and choose Accept.
3. Next you’ll see a page with your eligible account(s) listed. Select all that you wish to enroll and select Enroll.
4. When statements and notices are available, you will receive an email notification, and you can log in and view them in the same Statements and Notices section. Please note that only statements generated after enrollment will be available electronically.

Adding Additional Recipients

1. From the menu on the left side of your dashboard, select where your name is shown and then choose Account Settings.
2. Select the account, and at the bottom of the next page choose Advanced Settings.
3. Select Additional Recipients, then Add Additional Recipients.
4. Enter a username, email address, and password for the additional recipient, and click Save. You will need to provide the username and password to them.
5. Select Assign Documents to assign the documents that will be e-mailed to this person.
6. Select an account and check Enroll All or the specific document(s) you would like the recipient to receive.
7. Select Save Settings. You will now be shown the Electronic Statement and Notice Disclosure and Agreement. You must choose the Agree button at the bottom to
proceed.
8. Repeat the previous two steps for each account you would like the recipient to receive statements for.
9. Be sure to inform the additional person of the username and password you set up for them. They will need both in order to log in and view a statement.
10. Once an E-Statement is available, the recipient will be sent an email with a link. When they receive it, they should open the link and log in with the username and password that you set up for them.