Coastal E-Docs: A Step-By-Step Guide

by Lauren Beichner

Marketing Specialist

12.16.2021
|
Articles

Get Your 1098 Tax Form Through e-Docs!

Your 1098 Tax Form will be available by January 31st, 2022. Even better, you can get your tax form early by skipping the mail and using e-Docs!

What Are The Benefits Of e-Docs? 

  1. First, Electronic Documents, or "e-Docs", are more secure because only you will have access to your financial records
  2. It’s faster than mail because you can download them yourself
  3. It’s Eco friendly because it’s all electronic with no paper
  4. And it’s free! and lets you avoid any potential paper statement fees

All you have to do is log into Online Banking to access them. 

 

Check Out E-Docs Today!

 

3 Simple Steps to Access your Coastal e-Docs

1. Log into Online Banking from a desktop device.

Screenshot taken from Online Banking

Step 1

 

2. Click “Accounts” in the top menu.

Screenshot taken from Online Banking

Step 2

 

3. Select “e-Docs” from the dropdown.

Screenshot taken from Online Banking

Step 3

Access E-Docs

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