Frequently Asked Questions

• Who do I contact with financial questions?
• How do I find more detail for an account?
• When is account data updated?
• How current are account balances?
• How do I see detail for my brokerage account?
• What's an account profile?
• What's the difference between balances?
• How do I add accounts held at other institutions?
• How do I view information for multiple accounts at once?

Account Services

• How do I reorder checks?
• When will my checks arrive?
• How do I change my address?
• How do I set up wire and ACH transfer instructions?
• How do I link a checking account to my brokerage account?

e-Documents

• What types of e-Documents are available?
• What online statements are available?
• When are online statements available?
• How do I print an online statement?
• How do I save an online statement to my computer?
• How far back are online statements available?
• How do I request a statement copy?

Access to Accounts

• What types of accounts can I access?
• What if one of my accounts isn't listed?
• Can I allow other people to access my accounts?
• Can I access other people's accounts?
• When will newly enrolled accounts appear?
• How do I access my account information in Quicken or Money?
• How do I access my account information in QuickBooks?