top of page
Personal

Tax and Other Statements

Personal Banking

View paperless Tax Documents and Statements in Online Banking: Statements and Documents are available for the accounts that display when using your existing username, if enrolled in Electronic Statements.

Accessing Electronic Statements:

  1. Sign-in to Online banking

  2. Tap “Profile” in the upper-right corner.

  3. Enroll in Electronic Statements*

 

Where do I find my paperless statements?

  1. Sign-in to Online banking

  2. Choose an account from the Accounts list

  3. Tap on “Documents”

  4. Select a document type and date range, then tap “Submit”

  5. Choose from the list of available documents to view or download

 

Want to download your transactions?

  1. Sign-in to Online banking

  2. Choose an account from the Accounts list

  3. Tap on “Download”

  4. Select a date range and format, then tap “Submit”

  5. Choose from the list of available documents to view or download

 

To Request a Tax Document: Please contact your local office or visit a branch. Often, we can send these documents via secure email message.

Business Banking

To Request a Tax Document: Please contact your local office or visit a a branch. Often we are able to send these documents via a secure portal transfer. Please know, you may be asked to confirm your contact information.

Other Statements: To sign-up for paperless statements* for your business accounts, you’ll need to visit a branch.

Where do I find my paperless statements?

  1. Sign-in to Business Online Banking

  2. Choose an account from the Accounts list

  3. Tap on “Documents”

  4. Select a document type and date range, then tap “Submit”

  5. Choose from the list of available documents to view or download

 

Want to download your transactions?

  1. Sign-in to Online banking

  2. Choose an account from the Accounts list

  3. Tap on “Download”

  4. Select a date range and format, then tap “Download transactions”

  5. Choose from the list of available documents to view or download

 

*PLEASE NOTE: Tax statements will still be mailed to the address on file.

Need more assistance?
Please complete our Contact Us form and we'll respond during normal business hours.

Help Center / Tax and Other Statements

Business
bottom of page