Where can I find my end-of-year tax statements in digital banking?

This article covers the following topics:

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Find account tax statements

To access savings, certificate, home equity line of credit (HELOC), or Pershing investment account tax documents:

Select the Menu on the bottom right of your device.

Finding account tax statements in mobile, step 1

Under More, select Documents & Statements, then eStatements and Documents.

Finding account tax statements in mobile, step 2

Select the Tax Forms & Notices tab to the right.

Finding account tax statements in mobile, step 3

Tax documents for any account which earned at least $10.00 in dividends or any mortgage account on which you paid at least $600.00 in interest will be shown at the top of page.

IRS form 5498 for your Pershing investment account (if applicable) will be shown here as well.

Finding account tax statements in mobile, step 4

Find mortgage tax statements

To access your first or second mortgage tax documents:

From the home screen, under Loans & Credit, select your mortgage.

Finding mortgage tax statements in mobile, step 1

Select Pay/More Info.

Finding mortgage tax statements in mobile, step 2

Select View More Details.

Finding mortgage tax statements in mobile, step 3

Select the menu on the top left corner.

Finding mortgage tax statements in mobile, step 4

Select Documents.

Finding mortgage tax statements in mobile, step 5

Select Statements.

Finding mortgage tax statements in mobile, step 6

You can now access all statements or use the navigation menu at the top of your screen to filter by statement type.

Finding mortgage tax statements in mobile, step 7

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

Find account tax statements

To access savings, certificate, home equity line of credit (HELOC), or Pershing investment account tax documents:

Select the more (…) menu on the top right of the navigation, and select Documents & Statements.

Finding account tax statements in desktop, step 1

On the left menu, make sure eStatements and Documents is highlighted. Select the Tax Forms & Notices tab to the right.

Finding account tax statements in desktop, step 2

Tax documents for any account which earned at least $10.00 in dividends or any mortgage account on which you paid at least $600.00 in interest will be shown at the top of page.

IRS form 5498 for your Pershing investment account (if applicable) will be shown here as well.

Finding account tax statements in desktop, step 3