Create/File e-statements Online

How to Create and File e-statements

• Review latest hard copy statement; make sure all content is correct, i.e. address, phone number, etc.
  
• Locate company/vendors website address on found on statement; if none provided, locate toll free # or phone #
  
• Go to website 
• Bookmark web page address
• Log on to website, if FIRST time, create an account by completing necessary information, i.e. account #, SSN, etc. 
• Choose ONE password for all log ons; it should be EASY for you to remember but DIFFICULT for anyone to figure out. If you need to change the password keep the last password but add a number after it. 
  
• Designate ONE email address for all e-statements be delivered; choose an email which will be for finances only not your personal email for regular correspondence like friends, email alerts from restaurants, stores, travels 
• Note on latest hard copy statement date requested e-statements, once you receive your FIRST e-statement, shred and recycle statement
  
• Choose or Create folder
• List under General heading first, i.e. FINANCES, then create folder by company/vendor name 
• Create an email reminder to clean out archived emails in folders, i.e. via Outlook, Gmail or Yahoo email accounts
  
• Back up laptop/desktop and files on a regular basis; create an email reminder on this process as well
• Create a shortcut to your desktop for folders you refer to on a regular basis
• Shred and Recycle all paper statements!
  

 3/26/10 OMLN ~ emicua