How do I access my account statement and documents from Save?

You can access all account statements, trade confirmations, and all important documents through your online portal or Save App. You will receive a notification by email when a new document is ready. You can print, save, and download your documents as needed. If you are unable to access your documents or have any questions about the documents, please contact customer support. 

From the Save® App

• Login to your account.
• Tap the Profile Icon.
• This will open your Profile & Settings.
• Tap on Documents.
• You will see the documents available (Statements, Trade Confirmations, etc.). Your tax documents will be under the "Other Documents" section.
• Click on the document you would like to view.
• Click on the header tabs to see the lists of other documents, if available.
• You can download to save documents if needed.

From the Online Portal 

• Login to your account at joinsave.com.
• Go to the Profile Icon upon login.
• Click on Documents via the drop-down menu. 
• You will see the documents available (Statements, Trade Confirmations, etc.). Your tax documents will be under the "Other Documents" section. 
• Click on the document you would like to view. 
• Click on the header tabs to see the lists of other documents, if available.
• You can download, save, or print the document if needed.