How to access and share your tax and other documents
Our Statement and documents area enables you to view, download, and print your statements, investment documents, trade confirmations, shareholder materials, ATM receipts, tax documents and more.
You can filter by account or document type and download what you need. You can even bulk download your tax documents and grant access to trusted individuals and tax professionals for tax preparation and planning.
Documents are retained for up to seven years, but retention periods vary by document type.
Here’s how to get started:
- Log in to JPMorganOnline.com
- Select “Statements & documents”
- Select “Document center”
- Toggle to “Accounts” on the top left to find a document for a specific account
- Select the account
- Select the document type
- Toggle to “Documents” on the top left to find a document by type
- Select the document type
- Select the account
- Toggle to “Accounts” on the top left to find a document for a specific account
- Select the document(s) you’d like to view or download
- Select the arrow next to those documents, indicate how you’d like to download them, and select “Save”
- 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 how you’d like to download them, and select “Save”
- 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”