Resources

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Online/Mobile Banking Guides

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Frequently Asked Questions

  • Find helpful answers to questions pertaining to online banking, our mobile app and more here

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Customer Support

Online Banking Support
(800) 551-6098

Statements

There are two ways to view statements through your online banking and mobile app.

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Documents

The Documents tab provides up to seven years’ statement history.
Documents

  1. From the Accounts section of the Dashboard, or from the Accounts screen, select an account and then select Documents.
  2. Select the year and statement date you wish to view. To view previous year documents, click on the Statement dropdown.
    Documents
  1. Click the download icon to access the statement. 

Electronic Statements

The Authorized Administrator can access 18 months of electronic statements—as well as related notices, optional email notifications and the ability to add additional email recipients by navigating to the Business tab, and then to the Statements tab.

Enrolling for Statements

  1. From the Statements tab, review your email address and the disclosure, agree to the terms and click Enroll Now.
    Enrolling
  2. To enroll account(s) to receive electronic statements, select the Documents and Settings tab and select the checkmark next to each account that you would like to enroll. Click Save Settings.
    Enroll

Statements and Notices

Once enrolled in Statements, your most recent statements will be available under the Statements and Notices tab.

  1. Under Statements and Notices you can View or Download the most recent account statements.

  2. Click on the account name drop-down menu to access other account statements.
    statements and notices

Documents and Settings

To add or change your enrolled accounts for Statements available online;

  1. Under the Documents and Settings tab, checkmark the account(s) under Enroll Accounts and select the Document Types you would like to access electronically.
    Documents and Settings

Additional Recipients

The Authorized Administrator can add additional recipients to receive an email with a secure Statement login.

  1. Under the Additional Recipients tab, click Add Additional Recipients.
    Additional Recipients
  1. Input a unique Username, Email Address and Access PIN and click Save. The recipient will use their Username and Access PIN each month to open the Statement. This will not give them any additional access to the account(s).
    Additional Recipients
  1. The Statement recipient will be shown under Additional Recipients. Click Assign Documents to select the account statements that the recipient will receive.
  1. Checkmark the account(s) under Enroll Accounts, and select the Document Types for which you would like the recipient to have electronic access. Select Save Settings. Review and agree to the disclosures by clicking I Agree.
    Additional Recipients