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 from the left-hand side
- Select the document type from the drop-down options
- Select the year drop-down (if you wish to see a previous year)
- Toggle to “Documents” on the top left to find a document by type
- Select the document type from the left-hand side
- Select the account from the drop-down options
- Select the year drop-down (if you wish to see a previous year)
- Toggle to “Accounts” on the top left to find a document for a specific account
- Select the document icon to view a document
- Select “Open as accessible PDF”
- The PDF should open automatically
- Or: Select the arrow icon to download a document
- Select “Save as accessible PDF”
- Indicate where you would live to save your PDF on your device
- 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 your desired date-range and how you’d like to download your documents
- 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”
Statement & Tax Center is only available via a web browser.
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
