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

Statements

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

E-statements

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.