Monthly statements for your Empower Personal Cash account(s) can be located on your Dashboard and on the Empower Personal mobile app.
- For the steps to locate a 1099-INT form for your Cash account, please follow this Link.
When will the monthly statement(s) for my Cash account(s) be generated?
Empower Personal Cash statements are generated once monthly by UMB (our partner Bank). Statements may take up to 5 business days to become available on your Dashboard following the end of the previous month's statement cycle.
Note: If your last month's statement has not yet been made available to your Dashboard, please contact us for assistance at cash@personalwealth.empower.com.
Dashboard:
1. Select your name (top-right corner)
2. Click on "Documents"
3. Select the statement you would like to view/download
4. To locate a statement from a previous year, select the "This Year" dropdown menu (top-right corner)
Mobile app:
1. Click on your Cash account (left-hand side)
2. Select the "gear" icon located in the top-right corner
3. Click "View Documents"
4. Select the statement you would like to view/download
- To locate a statement from a particular date, click the Calendar "YTD" icon (top-right corner)