Join Us on April 16, 2024, for our Annual meeting & Board of Directors Election!
For more information on Board election, including Nominee Bios and the petition process, click here.

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Wellby Financial

Electronic Documents

Take your accounts paperless by opting into Electronic Documents to receive your documents electronically.

Why Opt-in for Electronic Documents?

Get your statements, accounts notices, and letters quickly and easily, without the mailbox clutter. 

  • Access a seven-year archive of your documents in one convenient place. 
  • Receive your correspondence faster than you would by traditional mail. 
  • Know you’re making an environmentally friendly choice by saving paper. 

Available Electronic Documents

Monthly Account Statements

Loan Statements                   

Credit and Debit Card Statements

Tax Statements                            

Account Letters and Notices

Disclosures                                          

Sign Up for Electronic Documents

Step 1

Log in to online banking or the mobile app, open the menu, click your avatar in the lower-left corner, and select Settings. Then, under Accounts, select "Wellby."

 

Step 2

Choose an account, then select "Documents" on any account to enroll all accounts and enter an email address to receive a notification for new documents.

 

Step 3

Your statements and documents will now be delivered digitally to view, print, or download.

 

 

 

How to Access Your Statements Online

Wellby statements are available via the Wellby Mobile App and online banking portal.

Once you're logged in, select the Account, then select ‘Electronic Documents’. Alternatively, you can select the 'Electronic Documents' tile on the main dashboard to go directly to statements.

Then follow these steps:

  1. Select 'Member Statements' or 'Credit Card Statements' using the menu icon.
  2. Select HTML or PDF, whichever you prefer.
  3. Select which statement to view from the list.

Your statements are available after the last day of the month.

 

Let's Get Started

You’re just a few clicks away from starting your new financial journey.
Let’s reach your dreams together.

Electronic Documents FAQs

Still have questions? Check out our FAQ pages for answers.  

Learn More

Common Questions

Do I need to opt in to receive electronic documents?
What types of electronic documents are available online?
Can I access historical documents online?