--- title: How do I access my account statements and tax documents? description: Help Center --- [Skip to content](https://support.aetrust.com/how-do-i-access-my-account-statements-and-tax-documents#main-content) English Show submenu for translations [More support](https://support.aetrust.com/kb-tickets/new?hsLang=en) [Customer portal](https://cs.aetrust.com/tickets-view?hsLang=en) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.aetrust.com/kb-tickets/new) - [Customer portal](https://cs.aetrust.com/tickets-view) - [Contact us](https://aetrust.com/contact) [Contact us](https://aetrust.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.aetrust.com/?hsLang=en) 2. [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en) 3. [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal) # How do I access my account statements and tax documents? ### **Accessing Account Statements & Tax Documents in the Online Portal** You can conveniently access and download your monthly account statements and IRS tax documents directly through the AE Trust Online Portal. Follow the steps below to retrieve your documents. ### **How to Access Your Monthly Account Statements** 1. **Log in to the Online Portal** Visit the portal login page and sign in using your username and password. 2. **Go to the “Documents” Section** Once logged in, navigate to the **Documents** tab from the main dashboard or menu. 3. **Click on the “Statements” Header** You will see three headers within the Documents section: - **All Documents** – Displays all document types. - **Statements** – Contains your monthly account statements. - **Tax Documents** – Contains IRS forms such as 1099s and 5498s. 4. **Select Your Desired Statement** Under the **Statements** header, choose the monthly statement you would like to view or download. 5. **View or Download** After selecting the statement, you can view it directly in your browser or download it to your device for recordkeeping. ### **How to Access Your Tax Documents** 1. **Log in to the Online Portal** Use your username and password to access your account. 2. **Go to the “Documents” Section** From the dashboard, click on the **Documents** tab. 3. **Click on the “Tax Documents” Header** This section includes tax-related documents such as: - **IRS Form 1099-R** – Reports distributions. - **IRS Form 5498** – Reports contributions and Fair Market Value. 4. **Select Your Desired Tax Document** Choose the document you need to view or download from the list provided. 5. **View or Download** You can open the document in the portal or download it for your personal records. ### **Upload, Download, View or Delete Documents** Following the instructions below, you can upload, download, view, or delete documents from the Documents section of your Online Portal.   To **upload** a new document: - Log in to the **Online Portal** - Click on the **Documents** section - Click on the **Add Document** button - Choose the **Document Type** from the dropdown and follow the instructions - ***Investment documents** must be uploaded to the corresponding Investment (DOI)* To **download** an existing document: - Log in to the **Online Portal** - Click on the **Documents** section - Select the existing** Document** and click the **3 dot menu** on the right - Choose **Download ** To **view** an existing document: - Log in to the **Online Portal** - Click on the **Documents** section - Select the existing** Document** and click the **3 dot menu** on the right - Choose **View ** To **delete** an existing document: - Log in to the **Online Portal** - Click on the **Documents** section - Select the existing** Document** and click the **3 dot menu** on the right - Choose **Delete ** ### **Important Notice Regarding Account Closure** Once your account has been closed, you will **no longer have access** to the Online Portal. This includes the inability to retrieve: - Monthly account statements - Investment records - Transaction history **Please ensure you download and save any necessary documents before your account is closed.** If your account has already been closed and you need copies of past records, please contact AET Support for assistance. ### **Need Assistance?** If you are experiencing difficulties accessing your documents or have additional questions, our Support Team is here to help: - [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content) - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal) - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers) - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions) - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance) - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request) - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay) - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance) - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments) - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions) - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out) - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets) - [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content) - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started) - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq) - [Training](https://support.aetrust.com/business-portal?hsLang=en#training) - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com) [mailto:support@aetrust.com](mailto:support@aetrust.com) Copyright © 2025, American Estate & Trust