You can view your recent account statements anytime on our website by clicking on your name on the top right of your dashboard and then selecting Documents.
If your official statement for the previous month hasn’t been posted yet (posting typically takes 5-10 calendar days), or you need a mid-month statement, you can download an “account snapshot.”
You will then be prompted to select the desired account and month. If you can’t find the month you’re looking for, it’s most likely because an official statement is already available.
Note: We don’t support snapshots for our 529 accounts.
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