Accessing E-Statements and Tax Documents in Customers Bank Online Banking

Every statement and tax form tied to your accounts can be viewed, saved, and printed directly from the secure portal you reach through Customers Bank Login. This page explains where those documents live inside online banking, how to switch to electronic delivery, how far back the archive runs, and how to keep your downloads safe once they leave the browser. The goal is simple: help you find the exact document you need in a couple of clicks after Customers Bank Login, whether that is last month's checking statement or the 1099-INT you need for a tax filing.

Electronic statements, usually called e-statements, are the digital equivalent of the paper statements a bank once mailed each cycle. Tax documents are the year-end forms that summarize interest earned, interest paid, or other reportable activity. Both categories are generated automatically and stored in your online profile, and both are reached through the same authenticated session that begins at Customers Bank Login. You never need to request them individually once paperless delivery is switched on, because Customers Bank Login already holds each new file the moment it posts.

Throughout this guide, Customers Bank Login refers to the authenticated online banking session where your documents are kept, and every step below assumes you have already signed in to Customers Bank Login before you go looking for a file.

What documents are available online

After you complete Customers Bank Login, the document center brings together several kinds of records. Monthly and quarterly e-statements are the largest group, covering checking, savings, money market, and certificate accounts depending on what you hold. Each statement lists your balances, deposits, withdrawals, fees, and interest for the period, formatted exactly as a mailed statement would be, and all of them are indexed inside Customers Bank Login.

Alongside statements you will find notices and disclosures, such as rate change letters, fee schedules, and account agreements. These are delivered electronically once you opt into paperless, and they appear in the same document list so you are not hunting across separate inboxes. Customers Bank Login keeps these grouped so a single visit surfaces everything tied to an account, which is one of the quieter conveniences of Customers Bank Login.

Tax documents form their own category. Depending on your accounts you may see a Form 1099-INT summarizing interest income, a 1099-MISC or 1099-OID where applicable, or a Form 1098 for mortgage interest if you carry that kind of loan. Retirement and health savings accounts can generate additional forms such as the 5498 series. The specific forms you receive are driven entirely by the products you hold, so two people using Customers Bank Login may see different sets of documents.

Enrolling in paperless delivery

E-statements only replace paper once you actively enroll in electronic delivery. Until then, a mailed statement may still arrive and the online archive may be shorter. To turn on paperless, sign in through Customers Bank Login and open the profile, preferences, or delivery settings section of online banking. There you will find a toggle or checkbox for each eligible account that switches statement delivery from mail to electronic, all managed inside Customers Bank Login.

Before the change takes effect, you will normally be asked to review and accept an electronic delivery consent, often based on the federal E-SIGN Act. This confirms that you can open PDF files and that you agree to receive statements and disclosures electronically. Read it, since it also spells out how the bank will notify you when a new document is ready in Customers Bank Login and how you can withdraw consent later. You can find background on this framework on the E-SIGN Act reference page. Once accepted, the consent is stored in the same profile you manage through Customers Bank Login.

Enrollment usually applies per account, so if you hold several products you may want to review each one. Once paperless is active, the bank stops mailing that statement and instead sends an alert, typically by email, when the new statement posts. Logging back in through Customers Bank Login is then the way you retrieve it. Tax documents are generally delivered electronically to enrolled customers as well, but many institutions still mail tax forms unless you specifically opt into electronic tax delivery, so check that setting separately within Customers Bank Login.

Finding your e-statements

Once you are inside online banking, e-statements live in a dedicated area. The label varies but is commonly called Statements, Documents, or Statements & Documents, and it usually sits in the main navigation, in an account detail view, or under a Services or More menu. Begin at Customers Bank Login, land on your dashboard, and select the account whose statements you want. From that point, everything you touch stays inside Customers Bank Login.

Within the statements area you will typically see a list ordered by date, with the newest cycle at the top. Each row represents one statement period and shows the closing date and, often, the document type. Selecting a row opens the PDF in a new tab or downloads it, depending on your browser and device settings, and it stays part of the archive in Customers Bank Login.

If you hold multiple accounts, an account selector or dropdown lets you switch between them without leaving the page. A date-range filter narrows a long history to a particular month, quarter, or year, which is useful when you are looking for a single statement to send to a landlord, lender, or accountant. All of this happens inside the authenticated session you started at Customers Bank Login, so the files never travel outside a protected connection until you choose to save them. Because everything is centralized, Customers Bank Login spares you from hunting through old paper for one missing month.

Locating your tax documents

Tax forms are usually grouped separately from monthly statements, either in a Tax Documents tab within the same statements area or under a heading like Tax Forms or Year-End Documents. After Customers Bank Login, look for that tab once you have opened the document center. Forms are organized by tax year, so a 2024 filing pulls from the 2024 folder inside Customers Bank Login.

Timing matters with tax documents. Interest-related forms such as the 1099-INT are generally prepared and posted by the end of January for the prior calendar year, in line with the deadlines set by the tax authority. If you sign in through Customers Bank Login in early January and do not see the current year's forms, they may not have been generated yet. An email alert typically confirms when a tax form becomes available in Customers Bank Login.

Not every account produces a tax form. In the United States, a 1099-INT is generally issued when interest paid on an account reaches the reporting threshold for the year, so a low-balance account that earned only a small amount of interest may not generate one. That is normal, and it does not mean anything is missing from Customers Bank Login. The general rules for interest reporting are summarized on the Form 1099 reference.

When you open a tax form, verify that the name, address, and taxpayer identification details printed on it are correct before you use it for filing. If anything looks wrong, that is a signal to contact support rather than adjust the numbers yourself. Keeping the original PDF unchanged is important because it is the record your accountant or tax software will expect to match, and it is the same record stored in Customers Bank Login.

Viewing, downloading, and printing

Statements and tax forms are stored as PDF files, which open on virtually every device and print with the layout intact. When you select a document after Customers Bank Login, most browsers either open it in a built-in viewer or download it to your default folder. From the viewer you can save a copy, print, or share, exactly as you would with any PDF you retrieve through Customers Bank Login.

On a phone or tablet, the experience is similar but the wording changes. A download icon or a share sheet lets you save the file to your device, a cloud drive, or a files app. If you use the mobile banking app rather than a browser, the document center is usually reached through the same menu after Customers Bank Login, and the app may prompt you to save or open the PDF in another application. The document set behind Customers Bank Login is identical whether you arrive by app or browser.

Some document centers let you select several statements at once and download them together, which is handy when an accountant asks for a full year. If that option is not offered, saving each PDF individually accomplishes the same thing. Whichever route you take, the file you save is a faithful copy of the record held in Customers Bank Login, so you can rely on it for loan applications, audits, or personal bookkeeping.

Give downloaded files clear, consistent names, for example the account and the period, so you can find them again later. Storing them in a dedicated, backed-up folder means you are not dependent on going back through Customers Bank Login every time you need an older document, though Customers Bank Login remains the authoritative source if your local copy is ever lost.

How far back the archive goes

Online archives are generous but not unlimited. Many banks keep several years of e-statements available for immediate viewing, with older records retrievable on request. The exact retention window depends on the account type and applicable regulations, so treat the archive behind Customers Bank Login as your primary source but not your only one.

Because retention has limits, downloading and keeping your own copies is the safest approach. Many advisors suggest holding onto bank statements for at least a year for routine matters and keeping tax-related records considerably longer to match how long returns can be reviewed. When a document is older than what appears after Customers Bank Login, support can usually help you order a copy, sometimes for a fee. Pull anything you might need from Customers Bank Login well before you expect to use it.

If you close an account, download everything you may need first. Access to documents for a closed account can be limited once the relationship ends, so pulling statements and any tax forms through Customers Bank Login while the account is still open avoids a later scramble, since a closed account may drop out of Customers Bank Login entirely.

Keeping documents secure

Your statements and tax forms contain account numbers, balances, and, on tax documents, part of your taxpayer identification. Treat them as sensitive. The session that begins at Customers Bank Login is encrypted, but once a PDF leaves the browser it is only as safe as the device and folder it lands in.

Avoid downloading documents on shared or public computers, and never email an unencrypted statement or tax form. If you must send one to an accountant or lender, use a secure file-sharing method or a password-protected file. When you finish a session at Customers Bank Login that involved downloads, log out completely rather than just closing the tab, and clear downloads from any device that is not yours.

Be alert to phishing. A genuine alert from Customers Bank Login will tell you a new document is ready and direct you to sign in yourself, not ask you to open an attached statement or enter your credentials on a linked page. When in doubt, ignore the message and reach the document center by typing the address and starting Customers Bank Login directly. General guidance on recognizing these scams is covered under phishing.

Turning on multi-factor authentication for your Customers Bank Login adds a strong layer of protection to the whole document archive, since a stolen password alone will not let anyone reach your statements. Combine that with a unique, long password and you have covered the most common ways accounts are compromised. Multi-factor authentication is the single biggest upgrade you can make to Customers Bank Login.

Paper statements versus e-statements

Deciding whether to stay on paper or move fully digital comes down to how you like to work and how much of your record-keeping you want to control yourself. The table below compares the two on the points that matter most once you are managing documents through Customers Bank Login.

For most people the digital route wins on speed, security, and convenience, and it keeps every record a single Customers Bank Login away. Some customers still prefer paper for tax forms or keep both for a transition year, which is entirely reasonable while you build confidence in the archive behind Customers Bank Login. Either way, Customers Bank Login stores the digital copies whether or not you also receive paper.

How to get started

If you have never pulled a document electronically before, the sequence below takes you from a first sign-in to a saved PDF. It works the same on desktop and mobile, and each step runs inside Customers Bank Login.

1. STEP 1 Sign in through Customers Bank Login using your username, password, and any verification step your account requires.
2. STEP 2 Open your preferences in Customers Bank Login and enroll each eligible account in paperless delivery, accepting the electronic consent when prompted.
3. STEP 3 Go to the Statements or Documents area in Customers Bank Login, choose the account, and select the statement or tax tab you need.
4. STEP 4 Filter by date or tax year, open the PDF, and save it with a clear file name to a private, backed-up folder.
5. STEP 5 Log out of Customers Bank Login fully. The next time an alert says a document is ready, return through Customers Bank Login and repeat.

Troubleshooting common problems

Most issues with statements and tax forms come down to a few predictable causes. If a document you expected is not listed in Customers Bank Login, first confirm the account is enrolled in paperless and that you are looking at the right account in the selector. A statement will not appear in Customers Bank Login if the account was still on mailed delivery for that cycle.

If a PDF will not open, the browser may be blocking pop-ups or the built-in viewer may be disabled. Allowing pop-ups for the site, or downloading the file and opening it in a dedicated PDF reader, usually resolves it. On mobile, saving to a files app before opening tends to be the most reliable path, and the file itself is still safe inside Customers Bank Login until you save it.

If a tax form is late, remember the late-January timing and check for an alert before assuming a problem. If the personal details on a form are wrong, or a form you clearly should have is genuinely missing, that is when to contact support from inside your Customers Bank Login session so your identity can be verified securely. Never share the password to your Customers Bank Login with anyone who contacts you first, even if they claim to be from Customers Bank Login.

Frequently asked questions