After an account is closed, the account holder can still access Client Portal/Account Management using the same username and password that were in place when the account was closed.
From Client Portal, the account holder can view and download available historical statements and tax documents. Tax forms are generally available online for the last five years. Account statements are generally available online for up to seven years, depending on the statement type.
To view tax documents for a closed account, log in to Client Portal, go to Performance & Reports > Tax Documents, select “Include Closed Accounts” where available, and choose the relevant closed account and tax year.
If a required document is no longer available online, the account holder may contact Client Services to request an archived copy. Archived statement requests may be subject to a processing fee.
If you no longer know your password or cannot access Client Portal, please contact Client Services by telephone so that your identity can be verified and the login recovery process can be assisted.
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WYBIERZTYP KONTA MEXEM
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