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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


Sign Up for Electronic Documents

Step 1

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


Step 2

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.




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Say Yes to Electronic Documents

As a Wellby member, electronic documents simplify your recordkeeping by giving you access to your archived account and tax statements.

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Can I access historical documents online?