Statements
Statements are getting a new look! By changing statement providers, you will now see your transaction history with a fresh look.
When we transition in April, you will receive two statements for the month.
- One will be from our current statement provider that will have transaction history from 4/1 to 4/26
- One will be from our new statement provider that will have transaction history from 4/27 to 4/30
Use these statements to compare amounts and familiarize yourself with the new layout. As an added bonus, if you receive printed and digital statements, both will now have the same look!
Tax Reporting Statements
Each primary person on the account will receive one statement with all the information from each of their accounts that needs to be reported to the Internal Revenue Service.