How can I access historical statements and how will I obtain tax reports once my account has been closed?


After an account has been closed, the account holder will continue to be provided access to Client Portal for the purpose of reviewing and printing historical statements along with historical as well as the following year's tax forms (once issued).  Access is provided using the same user name and password combination in place at the time of closing.  Accounts which were enrolled in the Secure Transaction Program will no longer need a security device to log into their account.