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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

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(800) 551-6098

Statements

There are two ways to view your statements. Documents provides up to seven years of statement history. Statements provides 18 months of statements, as well as related notices, optional email notifications and the ability to add additional email recipients.

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Documents

Documents provides up to seven years' statement history.

  1. In the Accounts section of the dashboard, or from the Accounts screen, select an account. Select Documents.
  2. Click the filter filter icon icon, then select the year and statement date you wish to view.

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  3. Click the download icon to access the statement.

Statements

Statements provides 18 months of statements, as well as related notices, optional email notifications and the ability to add additional email recipients.

Enrollment

  1. In the Accounts section of the dashboard, or from the Accounts screen, select an account. Select Statements.
  2. Review the disclosure, agree to the terms, and click Enroll Now.

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  3. Under Documents and Settings, make a check mark next to each account you would like to enroll for Statements. Click Save Settings.

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Statements and Notices

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

  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.

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Documents and Settings

To add or adjust your enrolled accounts for Statements available online:

  1. Under Documents and Settings, place a check mark next to Enroll Accounts, and Document Types that you want to access electronically.

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Additional Recipients

You can add additional recipients to receive an email with a secure Statement login.

  1. Under Additional Recipients, click Add Additional Recipients.

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  1. Input a unique UsernameEmail 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).

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  1. The Statement recipient will be shown under Additional Recipients. Click Assign Documents to select the accounts statements that the recipient will be able to access.

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  1. Place a check mark next to each account you would like to send to your recipient. Click Save Settings. Agree to the disclosures by clicking I Agree.

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