How to Access Statements & Documents
Your statements and documents are available through eDocuments in eBranch. Log in with your phone or computer to access your records in one secure place without waiting for paper copies to arrive in the mail.
- Sign into eBranch
- Go to Tools & Services
- Select eDocuments
From there, you can open the document category you need, including statements, tax forms, notices, and more.
Helpful Links
What You’ll Find in eDocuments
Inside eDocuments, your records are organized into categories so it’s easier to find what you need. Depending on your accounts and services, you may see statements, notices, tax forms, receipts, loan bills, and other important account documents.
Statements
Find your regular account statements under Statements. Most standard loan accounts, including auto, personal, RV, boat, and similar loans, do not generate a separate loan bill statement and are instead included on your regular statement. If you have a Visa credit card, mortgage, or HELOC, those accounts have separate statements in eDocuments.
Why Some Statements Are Separate
Notices
The Notices section includes important information related to your accounts or membership. These may include notices about overdrafts, past due payments, check holds, and other important account updates.
Tax Forms
Tax documents are available under Tax Forms in eDocuments. If you want to learn more about which forms may be issued and when they’re available, visit the Tax Forms page.
Receipts and Loan Bills
Depending on your accounts and activity, you may see saved copies of certain transaction receipts and loan-related billing documents in eDocuments.
When Statements Are Available
Statement timing can vary by account type. Statement timing varies by account type and statement cycle. Weekends and holidays may affect when a statement becomes available.
Regular Account Statements
Regular account statements cover the previous month’s activity. Paper statements are mailed during the first week of the month. If you’re enrolled in eStatements, they are available online by the 4th of the month and are often posted on the 1st. Deposit account statements are typically monthly if you have an active checking account, while some savings-only accounts may follow a different cycle.
Visa Credit Card Statements
Visa credit card statements are created separately from your regular account statement. The Visa statement cycle runs from the 22nd of one month to the 21st of the next, and statements are mailed between the 23rd and 25th. They should arrive by the 4th of the following month at the latest. If there were no transactions and no balance due at the end of the cycle, a Visa statement will not be generated for that month.
Mortgage Statements
Mortgage statements are generated on the 18th of each month. They are separate from your regular account statement and follow their own timing.
HELOC Statements
HELOC statements are generated monthly. The statement cycle runs from the 1st through the last day of the month, and a separate loan bill statement is issued once a receivable is generated.
Why Some Statements Are Separate
ICCU offers different statement types for different account types. Any loan account that does not generate a separate loan bill statement is included on your regular deposit account statement. HELOC, Visa credit card, and mortgage accounts are handled separately and do not appear on that regular statement.
Regular Account Statements
Your regular account statement is tied to your primary share savings account. It includes your combined deposit account activity, along with any loan accounts that do not generate their own separate loan bill statement.
Visa Credit Card Statements
Visa credit card accounts have their own separate statement. They are not included on your regular deposit account statement.
Mortgage Statements
Mortgage accounts generate a separate mortgage statement and are not included on your regular account statement. Mortgage statements also cannot be combined with a deposit account statement.
HELOC Statements
HELOC accounts are billed on a separate loan bill statement rather than being included on your regular account statement. HELOC statements cannot be combined with a deposit account statement.
Why This Matters
If you do not see a HELOC, Visa credit card, or mortgage account on your regular statement, that does not mean the account is missing. It means that account is delivered on its own statement instead.
Manage Statement Preferences
You can manage your statement preferences in eBranch by going to Tools & Services > Statement Management. If you make a change there, it updates across ICCU systems, although it may take up to 24 hours to sync.
For most members, eStatements are the default when enrolling in eBranch, while printed and eStatement delivery is the default if you are not enrolled. If you prefer paper statements, or want both paper and online access, you can choose the option that fits your needs best.
Some separate statements follow different rules. Mortgage and HELOC statements follow the delivery preference on your primary share account, while Visa credit card statements are managed separately from that setting.
Need Help with Statements and Documents?
If you need help with statements, tax forms, or eBranch access, call 1-800-456-5067 or chat with a live service agent through VideoChat.