Accessing your statements

How do I access my statements from the Web Portal?

Follow these instructions to access account statements.

• Go to www.EnvoyFinancial.com and click Account Login
  
• Click 403(b) or 401(k) Accounts
• Enter your Username, Password, and select Account Holder from the drop-down menu
• Once logged in, hover your mouse over Statements and select eStatements from the drop-down menu

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• From the list of available statements, click the one you want to view.

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Note: If you have not completed your initial enrollment, the eStatements may not be available to you. To complete your enrollment, please click the Enroll/SmartPlan tab.

How soon would I be able to see my account statement for the last quarter online?

Your eStatement is generated around the 21st after the last quarter ended.