Where do I find my statements and how do I search for the one I want to view?

You can easily access statements issued within the last 90 days by selecting Documents on the Shortcuts menu on the home page. In this section, you'll find statements from the past 90 days, all tax documents, and SecureShare.

To access statements issued prior to the last 90 days, navigate to the Account details page of the account and select View statements. Use the Statements for menu to customize your date range and access statements for up to 7 years past.

Last updated June 27, 2025