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Accessing Your Monthly Statements and Tax Forms
Accessing Your Monthly Statements and Tax Forms

Learn how to download your monthly statements and 1099-INT tax forms in the elroy app.

Updated over a year ago

Are you wondering where to find and download your monthly statements or 1099-INT tax forms? We've got you covered!

On the App:

  1. Open the elroy app.

  2. On the home screen, tap on either the Checking/Cash or Savings button.

  3. Scroll down to "Other Actions."

  4. Tap on "Statements."

  5. Select the month you need the statement for or choose the 1099-INT for the tax year.

  6. You can choose to download the statement in either PDF or CSV format.

  7. The statement will open in your default browser window for printing or review.

Get quick access to your financial information right from your elroy app. Download and save your statements and tax forms with ease.

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