View Online Documents
The Online Documents page lists all statements, notices, and/or tax forms available to be viewed.
If the Online Documents feature is available, you can access the Online Documents page by clicking Online Documents on the Accounts menu.
- Click the Accounts tab.
Result: The Accounts menu is displayed.
- Click the Online
Documents menu item.
Result: The Online Documents page is displayed.
Note: If you have not yet enrolled in online documents, the Add Online Documents page is displayed. - Do one of the following:
- To view the most recent statement for an account, click Last Statement on the Statements tab.
- To view an older statement for an account, click All Statements on the Statements tab. From the list of available statements, click the Statement Date for the statement you want to view.
- To view a notice for an account, click All Notices on the Notices tab. From the list of available notices, click the Description for the notice you want to view.
- To view a tax form, click the Description on the Tax forms tab for the tax form you want to view.
Note: If the multi-year drop-down list appears on the Online Documents page, select the desired time period and click Go. The documents within the selected time period are displayed.Result: The document you select is displayed in a separate browser window.
- To view a statement for an unlisted account or an
account that is now part of a combined statement:
- Click the Select an account link on the Statements tab, select the account, and click Go.
- From the list of all available statements, click the link for the statement you want to view.
Result: The statement is displayed in a separate browser window.
Note: If you open a new account and want to view its statements online, go to the Change Document Delivery Method page and select the Online option or the Online and Paper option for the account. - To print or save a document, use your PDF viewer's Print or Save options. If your document is displayed in a non-PDF viewer, click the PDF button, and then use the Print or Save options.
To view other documents, return to the Online Documents page. Each document opens in a new browser window.