Skip to content
×
cover-art

Kelly Community FCU Mobile

Finance

Free - On the App Store

×
cover-art

Kelly Community FCU Mobile

Finance

Free - On the App Store

CU Online

  1. Log in to your CU Online account.
  2. Click on the Menu icon at the top left of the screen.
  3. Select “Statements + Documents” from the menu list.
  4. Click the drop down arrow under “Document Types” and select the document that you wish to view.
  5. Click the drop down arrow under “Document Years” and select the year of the document you desire.
  6. Once you have selected the document you want under the “Documents” heading, you have the option to view or save your document.

Please note that documents are filed under the date/year they are created. For example, 2018 tax documents were created in January, 2019; therefore, you will need to select 2019 as the Document Year to view 2018 documents.

Mobile App

  1. Log in to your Kelly Community Mobile App.
  2. iPhone Users: Tap the Menu icon at the bottom right of your screen.
  3. Android Users: Tap the Menu icon at the top left of your screen.
  4. Select “Documents and Statements” from the menu list.
  5. Scroll down to the documents you wish to view. Your interest statement will be under the heading “F1099I”. Select the document you wish to view.
  6. Once your document is displayed, you have the option to air print from your phone.

Please note that documents are filed under the date/year they are created. For example, 2018 tax documents were created in January, 2019; therefore, you will need to select Jan. 31, 2019 to view your 2018 documents.

Leave a Comment