E-Statements | Whitmore Wealth Management

E-Statements

Less paper, less problems. Go digital — our E-Statements are the simpler, more secure way to receive monthly statements.

Details
  • Free service for Whitmore Wealth Management customers.
  • Access statements anytime, anywhere with an internet connection.
  • Eliminate long waits on the mail to review a statement.
  • Reduce clutter and time spent searching for a past statement.
  • More environmentally friendly than paper statements.
  • Reduce the chance of mail fraud by eliminating a paper trail of information.
  • Print, download, or save statements for recordkeeping.

Enroll

To enroll in E-Statements, simply access Online Banking and follow the steps below to sign up for E-Statements.

Online Browser

  1. To sign up for E-Statements, you must first create an online banking account.
  2. Once you have created your online banking account, go to E-Statements.
  3. Enter your SSN, Account Number, and DOB, then click “Enroll”.
  4. Read and accept the terms and conditions.
  5. After logging into Online Banking tap the “More” button at the top left-hand corner of the screen. To view your statements, tap the “eStatements” button.
  6. You will be prompted with an agreement form if you have not yet enrolled in eStatements. Tap “I agree” to continue with your enrollment for eStatements.
  7. Select the account from which you would like to view your statements and documents.

App

  1. Download the app for iPhone or Android.
  2. Click “Enroll now” at the bottom left of the User ID and password screen.
  3. Enter your SSN, Account Number, DOB and click “Enroll”.
  4. Read and accept the terms and conditions.
  5. After logging into the mobile banking app, tap the “More” button at the top left-hand corner of the screen. To view your statements, tap the “eStatements” button.
  6. You will be prompted with an agreement form if you have not yet enrolled in eStatements. Tap “I agree” to continue with your enrollment for eStatements.
  7. Select the account from which you would like to view your statements and documents.
Need help with E-Statements enrollment? Our team can assist you by phone or at any of our offices.
Whitmore Wealth Management (WWM)
Main Office: 415 6th St NW, Washington, DC 20001, USA
Secondary Mailing: 3020 NE 41st Terrace Ste 9, Homestead, FL 33033 (Box #326)
Phone: +1 (202) 873-2328