Print-friendly Icon Print this page

View Online Statements

The Statements page lists all online statements available to be viewed.

If the Statement feature is available, you can access the Statements page by clicking Statements on the Notes menu.
  1. Click the Notes tab.

    Result: The Notes menu is displayed.

  2. Click the Statements menu item.
    Note: If you have not yet added online statements for any of your notes, you will be asked to do so.

    Result: The Statements page is displayed.

  3. To view the most recent statement for a note, click Last Statement Date.

    Result: The online statement is displayed in a new browser window.

  4. To view an older statement for a note, click All Statements. From the list of all available statements, click the Statement Date for the statement you want to view.

    Result: The online statement is displayed in a new browser window.

  5. To view a statement for a closed note, click Select a Note, select the note and click Go. From the list of all available statements, click the Statement Date for the statement you want to view.
    Note: If you open new notes and want to view their statements online, you must go to the Change Statement Delivery Method page and select the Online option for each note.

    Result: The online statement is displayed in a new browser window.

  6. View your statement. The navigation within the statement viewer of your browser allows you to easily access different sections of the statement.
  7. To print or save a statement, use the Print or Save options at the top of the page.

To view other statements, return to the Statements page. Each statement opens in a new browser window.