- Toggle to “Accounts” on the top left to find a document for a specific account
- Select the account from the left-hand side
- Select the document type from the drop-down options
- Select the year drop-down (if you wish to see a previous year)
- Select the document type from the left-hand side
- Select the account from the drop-down options
- Select the year drop-down (if you wish to see a previous year)
- Select “Open as accessible PDF”
- The PDF should open automatically
- Select “Save as accessible PDF”
- Indicate where you would live to save your PDF on your device
Bulk download statements and tax documents
- Log in to JPMorganOnline.com
- Select “Statements & documents”
- Select “Statement & Tax Center”
- Select between “Tax Documents” and “Statements”
- Select the arrow above the “Actions” column to bulk download your documents
- Indicate your desired date-range and how you’d like to download your documents
- Select “Save”
Share access to your statements and tax documents
- Log in to JPMorganOnline.com
- Select “Statements & documents”
- Select “Statement & Tax Center”
- Find “Share access to my documents” on the right
- Select “Get started”
- Read and accept the disclaimer
- Provide the contact information for the person with which you’d like to share your documents
- Select the time period for which you would like them to maintain access
- Select “Next”
- Review details, and select “Submit”
Looking to learn how to use other digital capabilities?
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
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