Skip to main content

Statements and Notices in Q2

How to review your statements in the new online banking system

Written by James Leeson

You can view your statements and notices without waiting for them to arrive in the mail by Enrolling in Personal Online Banking.

Once enrolled, log into Personal Online, click on the Services link at the top of the page, and then click the Retail eStatements button to set up or view your statements.

Enrolling in Paperless Statements

Note: eStatement enrollment will disable paper mailings for enrolled accounts.

  1. After clicking the Retail eStatements button, the eStatements Enrollment Disclosure Agreement loads

  2. Review the Disclosure Agreement and then click the PDF document link to see your Confirmation Code in a new window/tab

    Note: If you are having trouble loading your confirmation code, check your internet browser's pop-up settings to ensure pop-ups are not being blocked.

  3. Enter your Confirmation Code and then click the I Agree button

  4. Select which accounts you would like to enroll in eStatements and then click the Next button

Viewing Statements, Notices, and Tax Documents

Note: Once you are enrolled, you will receive an email when a statement is available. The email will state "Your eStatement has been generated for your account and is now ready for viewing." Follow the steps below to view your available statements.

  1. Log into Personal Online, click on the Services link at the top, and then click the Retail eStatements button

  2. After clicking the Retail eStatements button, the eStatements page loads and shows your enrolled accounts

    1. View Statement: Shows your current statement

    2. View History: Shows your previous statements within the past 7 years

    3. View Associated Notices & Year-End Tax Forms: Shows notices such as overdrafts or CD maturities and tax documents such as 1098's or 1099's

    Note: You can also download the statements for multiple accounts at once by clicking the View Statements link and choosing Batch Download

Unenrolling from Paperless Statements

Note: The eStatement portal requires at least one account to remain enrolled in paperless delivery. If you would like to switch ALL your accounts back to paper statements, please contact our Customer Experience Team at 781-749-2200.

  1. Log into Personal Online, click on the Services link at the top, and then click the Retail eStatements button

  2. After clicking the Retail eStatements button, the eStatements page loads

  3. Click the Account Access button and then Edit User Settings to unenroll an account from paperless statements

If you need additional assistance, please contact our Customer Experience Team at 781-749-2200. We are available Monday-Friday from 8:30 AM to 5:00 PM and Saturdays from 8:30 AM to 1:00 PM (ET).

Related Articles
Did this answer your question?