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Change Record Keeping Options

To change your Record-Keeping options, follow the steps below:

  1. Select My Accounts > Special Requests from the top navigation menu
  2. Select ‘Change Record Keeping Options’ from the left navigation bar
  3. Select the account for which you wish to change record keeping option.
  4. Choose the record keeping option you wish to change to. -  Paperless, Passbook or Statement.
  5. Verify if your e-mail address is correct.
  6. If you would like to permanently change your e-mail address please select 'Change of Address' from the left navigation bar (only available for personal accounts).
  7. Verify your correct daytime phone number and evening phone number (optional)
  8. For details on why your e-mail address is important click ‘Important information about your e-mail address’
  9. Click on the Next button to process this transfer. Click the Back button to cancel this transaction
  10. Verify the details and click the 'Finish' button at the bottom right of the page
  11. Record or print the confirmation number.
  12. For each additional account, simply repeat steps 2-11

Important Information about Paperless Record Keeping