Getting to know your account statement just got easier.

Need some help understanding your account statements?

We're ready to lend a hand. It's easy and convenient to quickly get answers to your questions using our how-to guide. Step by step, we'll walk you through a sample account statement—from the account summary to a snapshot of the key investment details.

And if you still have questions or prefer to talk with a specialist, just call, visit a branch, or chat with us online.

Top Questions

  • How do I enroll in paperless statements?

    Log in to and follow the steps to change your statement preferences—it's that easy.

  • How often will I receive my account statements?

    If you opt in to receive paperless statements, you can expect a statement each month.

    However, if you receive paper statements, you'll get a statement quarterly or when there's activity in your account.

  • Can I have copies of my statements sent to someone I trust?

    Yes, just call us at 800-435-4000 and ask one of our representatives to set up your account so that copies of your statements will be regularly sent to someone you trust, like a family member or your CPA.

We're here to help