How to access tax documents using online services

If you are enrolled in online banking, you can access your tax documents via the Mobile app or by logging into online banking. Here’s how: 

SEFCU Mobile app

  1. Log into your account using SEFCU’s Mobile app.
  2. Select the eStatements widget (you may need to click "More" to find eStatements, depending on how you have personalized your dashboard).
  3. Select the “Tax Documents” option from the drop down to view your latest tax documents.

Online Banking

  1. Log into your online banking account.
  2. Select the eStatements widget (you may need to click More to find eStatements, depending on how you have personalized your dashboard).
  3. Select the "Tax Documents" option from the drop down to view your latest tax documents.