Do more with our new eStatements experience, like getting your tax forms!

11/17/2020
Our new eStatements platform offers the benefits of a single login through our NetWorth24 Online Banking and our top-rated Mobile App, and members can also enjoy new additions like accessing up to three years of Federal Tax documents electronically as your history builds.

You can take advantage of this new addition and receive your tax documents electronically by opting-in through eStatements. Once you’re logged in to eStatements, click on the ‘Settings’ tab, select ‘Change Opt-In Preference’ and select the eStatements option next to ‘Tax Forms.’

Once you have checked the option next to ‘Tax Forms,’ you will then begin to receive your annual tax documents electronically, and if you have received tax documents from the credit union in the last two years, you will be able to view those documents immediately. This switch will allow you to receive your tax forms faster compared to traditional mail.
 

Accessing your eStatements:

To retrieve your eStatements, log into 7 17’s NetWorth24 Online Banking or top-rated Mobile App.  If you have not set up this access previously, we encourage you to sign up for NetWorth24 now. Once logged in, you’ll click on ‘eStatements and Other Services’ or ‘More,’ or the ‘eStatements’ link on the Mobile App to enroll in and/or access your eStatements.
 

Other new eStatements additions include:

  • Access up to 36 months of account and Visa eStatements as your history builds
  • Notification Opt-in/Opt-Out – you can choose to opt out of the monthly/quarterly notification if you do not want to receive it in your email.  This notification will remind you when your statement is ready
  • eStatements enrollment will be by product. Once enrolled in Visa/HELOC eStatements, all future and current Visa and HELOC suffixes will automatically enroll in eStatements
  • Change Opt-In Preferences in the ‘Settings’ tab will allow you to opt into Visa electronic statements and Tax Forms at any time
We are excited about this change and thank you for your continued support of 7 17. If you have any questions or concerns, please contact us at 330-372-8100.