How to switch to paperless statements and documents
Receive documents for your accounts online instead of through the U.S. mail. Going Paperless can help you stay organized and receive your information more quickly.
When you upgrade to paperless, you’ll still be able to view, download, print, and even share your documents online. You can adjust your paperless settings at any time through J.P. Morgan OnlineSM or the J.P. Morgan Mobile® app.1
Keep in mind that you may still receive some important account information via U.S. mail. Also note that documents are electronically retained online for up to seven years, and retention periods vary based on document type.
Here’s how to get started:
Note: Authorized users / sub-users are not eligible to manage paperless preferences for an account.
- Sign in to JPMorganOnline.com
- Select the “person” icon on the top right to access "Profile & settings"
- Select “Account settings”
- Select “Paperless”
- Select the appropriate box below “Choose paperless for all accounts”
- Or, to adjust options for just specific accounts, select the appropriate box under the desired account
- Select “Save”
Note: Authorized users / sub-users are not eligible to manage paperless preferences for an account.
- Sign in to the J.P. Morgan Mobile app
- Tap the “person” icon
- Tap, “Settings”
- Select "Account settings"
- Tap “Paperless”
- Tap the appropriate box below “Choose paperless for all accounts”
- Or, to adjust options for just specific accounts, tap the appropriate box under the desired account
- Tap “Save”
Frequently Asked Questions
Paperless documents are online PDF versions of documents that we would typically send you in the mail, like account statements.
When you go paperless for a document type, you’ll no longer receive that document in the mail. Instead, we’ll email you when it becomes available online.
Going paperless is convenient because you can access your documents earlier and manage your finances anytime, anywhere.
Switching to paperless can prevent identity theft and other fraudulent activities that may happen with stolen mail. You can safely access all your online documents.
You can choose paperless for one type of document or all documents, for one account or all accounts.
You can update your preferences anytime by checking the box next to the document type in your paperless settings. To resume receiving documents in the mail, uncheck the box. It may take until your next statement for your new preferences to take effect.
Keep in mind: Regardless of your settings, all documents for eligible accounts are always available online. Even if you choose paperless, we may still send you important account information in the mail.
To find your documents, go to “Statements & documents” from our Main menu. You’ll be able to securely view and download up to 7 years of statements, depending on the account type.
You can choose paperless for all eligible accounts. If you don’t see an account listed, it may not be eligible for paperless delivery, or you may not be authorized to update its paperless preferences, or your account is hidden.
Go to “Show or hide accounts” under “Account settings” to verify if you’ve hidden an account.
For joint accounts, if one account holder chooses paperless, we’ll no longer send paper documents to any of the joint owners. For statements, we’ll only send email notifications to the account holder who initiated the change to paperless. For notices and letters, we’ll only send email notifications to the primary account holder.
Keep in mind: All documents can be accessed by all joint account owners online.
You can continue to submit your payments through the mail but you can save time and money by making payments through our online banking. If you want to receive a notification when your payments are due, go to "Alerts" to set up payment reminders.
Documents are retained for up to seven years. Retention periods vary based on document type. Please contact your J.P. Morgan team if you have question on the retention period for a specific document type.
1You can download a J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
