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Stay Proceed

Statements

Statements got a new look! By changing statement providers, you will now see your transaction history with a fresh look.

When we transitioned to our new system in April, you received two statements for the month.

  • One was from our old statement provider with transaction history from 4/1 to 4/26
  • One was from our new statement provider with 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.


Stay Updated

Curious about other ways the new system will affect your accounts? We will keep you in the loop every step of the way as we confirm new information and update these sections.

CORE Updates