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Deciding What To Do With The 401(k)s You Left Behind
If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
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Financial Advice I Would Give My Younger Self – Planning for Education Funding
At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
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How do I add accounts for transfers in Digital Banking?
Before you can transfer money in your Digital Banking account, you will need to add the accounts you want to move money between.
First, log in to your Digital Banking account.
Go to the Move Money tab and click External Funds Transfers.
Click, Add a New Account.
Select the account type and enter the account information.
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What are eStatements and how do I sign up for them?
eStatements are online, electronic copies of your account statements that you can quickly view, search, save and print. You can view them on your computer and your mobile device.
Signing up for eStatements
To enroll in eStatements through Online Banking or the Mobile App, just follow these simple steps:
On a web browser
- Log in to Digital Banking.
- Click eStatement Preferences under eStatements and check the box next to the account(s) for which you want to receive eStatements. If the box is already checked when you navigate to this page for the first time, please uncheck and re-check the box to ensure your preference is correctly saved.
- Read the Electronic Statement Authorization Agreement (eStatement Terms and Conditions). Your confirmation code will be visible at the end of the document. Copy this number and scroll up the page.
- Enter the six-character Confirmation Code in the box and hit Continue.
- Verify the email address where statement notifications should be sent and hit Accept.
On the Mobile App
Enrolling in eStatements from the Mobile App is similar. Watch our tutorial on signing up for eStatements from your phone.- Click on the Mobile Banking app and log in to your account.
- iOS users, choose More in the bottom right corner. Android users, tap the menu icon in the upper left.
- Click eStatement Preferences and check the box next to the account(s) for which you want to receive eStatements.
- Click Save Changes.
- On the confirmation page, click View Disclaimer to receive your Confirmation Code. Read the Electronic Statement Authorization Agreement (eStatement Terms and Conditions). Your confirmation code will be visible at the end of the document. Copy this number and scroll up the page.
- Enter or paste the six-character Confirmation Code and select Continue.
- Read the Consent and Authorization.
- Enter and verify the email address where statement notifications should be sent and click Accept.
Up to 18 months of eStatements may be immediately available upon enrollment. Note that enabling eStatements will stop the delivery of a paper statement to your mailing address.
Viewing eStatements
On a web browser
- You can view, search, save and print eStatements in Digital Banking.
- Under eStatements on the top menu, choose eStatements in the drop down.
- You will land on a page with links to eStatements you have previously viewed (under the Documents heading) and those you haven't yet viewed (under the Unviewed Documents heading).
- Choose eStatements under the appropriate heading.
- This will pull up a copy of the most recent eStatement. On the right side of the screen, you can select any other statements you want to view by date.
- Once you have found and opened the desired eStatement, you can find options for downloading and saving it or printing it on the upper right of the statement.
Note: Another way to search for a specific eStatement is to use the Document Search option at the top of the eStatements page.
In the Mobile App
- Sign in to your Mobile App. iOS users, choose More in the bottom right corner. Android users, tap the menu icon in the upper left. If you experience issues accessing your eStatements in the Mobile App, we encourage you to use a mobile browser instead.
- Tap eStatements under Account Services.
- You will land on a page with links to eStatements you have previously viewed (under the Documents heading) and those you haven't yet viewed (under the Unviewed Documents heading).
- Choose eStatements under the appropriate heading.
- Select the statement you want to view by date, which will open a copy of the statement on your phone.
If you need assistance with signing up for eStatements or using them, please contact Client Care at 1-800-731-2265.
You can also visit the eStatements page on our website.
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What is a rollover IRA? How to transfer funds from your 401(k) to an IRA and avoid taxes
Summary List PlacementIf you have an employer-sponsored plan like a 401(k), you might wonder what happens to your money when you leave the job — either for a new gig, to work on your own, or to retire early. A rollover IRA is one alternative. It could be a smart choice if you're looking for more investment options, low
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How To Use A Roth IRA To Save Money For College
The cost of a college education continues to soar with no end in sight. College tuition rises at more than twice the rate of inflation, growing by about 8% per year, on average. At this rate, the cost of a college education will double every nine years. This has many parents understandably concerned about paying for th
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Breaking Down The Basics Of HSAs
HSA (Health Savings Accounts) can be a tax-efficient way to save for future health care expenditures Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified
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Have You Joined the “Great
Have You Joined the “Great Resignation?” What to Do With Your 401(k)Workers everywhere have been fleeing their jobs in droves. If you’ve joined the
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Do You Believe Any of These 4 Personal Loan Myths?
Are there repairs around your house that need to be taken care of? Been itching to remodel a room?