Updating E- Statement Preferences

September 16, 2022
September 20, 2022

Statement Options:

Displays e-mail address for receiving statements if the client has e-statements

  • If a client has signed up for e-statements on the website but continues to receive paper statements, update the preference here

1. Account Information > Statement Options

2. Edit

3. Select e-mail from the e-Statement delivery address dropdown

4. Save