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Guided Tour

This is the first screen that a Member will see after signing in. Its layout provides easy access to all available Statement and Marketing documents.

Within the document list, you can have any logical grouping. Here, we group all Statement of Accounts, all Credit Card statements (Visa & MasterCard), and all Tax Forms (1099, 5498). The description for each document is customizable, and documents can be retained from 1 month to 7 years.