What financial records do I need to save-and for how long?
This answer will vary depending on which financial records you are inquiring about. Most records should be saved for seven years as a backup in case the IRS audits you. Discuss with your tax advisor regarding your personal situation.
When you sign up for e-Statements, you will have access to past TCT statements. It will only show the statements that were made after your sign-up date (you will not have access to statements that were issued prior to your sign up date). This not only saves paper but will save you time if you need a copy of a previous statement... just click and print (if needed).