Good morning,
Christopher, Michele, and I have worked with the business units to ensure we have a consistent and sustainable record retention policy in place.
Please take a moment to review the “Record Retention Policy Information” on MyONE page. While reviewing the page, please keep in mind that all documents have a retention period assigned to them. It is not unique to Confirms, Statements and Tax Forms.
As a reminder, statements are kept for the last 7 years, and confirmations are kept for the last 3 years. Any statements and confirms beyond the 7-year or 3-year retention period are not retrievable by OFI, and we are unable to manually recreate reports that contain this information. There is too much risk associated with manually
Christopher, Michele, and I have worked with the business units to ensure we have a consistent and sustainable record retention policy in place.
Please take a moment to review the “Record Retention Policy Information” on MyONE page. While reviewing the page, please keep in mind that all documents have a retention period assigned to them. It is not unique to Confirms, Statements and Tax Forms.
As a reminder, statements are kept for the last 7 years, and confirmations are kept for the last 3 years. Any statements and confirms beyond the 7-year or 3-year retention period are not retrievable by OFI, and we are unable to manually recreate reports that contain this information. There is too much risk associated with manually