All of your RMO account statements are available digitally through MyRMO. You can view, download, and print statements at any time.
Viewing Statements:
- Log in to MyRMO on the web or mobile app.
- Select the account for which you want to view statements.
- Navigate to "Statements & Documents."
- Choose the statement period you want to review. Statements are typically available for the past 7 years.
- The statement opens as a PDF you can view on screen, download, or print.
Enrolling in Paperless Statements:
Switching to paperless statements reduces clutter and gives you faster access. To enroll:
- Go to "Settings" then "Statement Delivery" in MyRMO.
- Select "Paperless" for each account.
- Confirm your email address for statement-ready notifications.
You will receive an email each time a new statement is available, and can access it instantly in MyRMO.
Tax Documents: Year-end tax forms (1099-INT, 1098, etc.) are also available in the "Statements & Documents" section and are typically posted by January 31 each year.
If you need a statement that is not available online or have questions, schedule an appointment through MyRMO or by calling us to speak with an Expert.