The Web:
Click on the More menu and select E-Documents.
Select the applicable account, agree to the Terms and Conditions and click Enroll.
To continue, a verification code will be sent to your email. Click on your email on the screen and select Get Code.
You will receive an email with the code from conciergedesk@panaceafinancial.com. If you don't see the email, please check your spam folder. If you do not receive the verification code or no longer have access to this email, please call Panacea Financial at 833-472-6223.
Once you receive the code, enter it on the following screen and click Continue.
The App:
Click on the More menu and select E-Documents.
Check off the box "Yes, I would like to enroll in e-statements and e-notices" and click Enroll next to the applicable account.
A verification code will be sent to you email from conciergedesk@panaceafinancial.com. If you don't see the email, please check your spam folder. If you do not receive the verification code or no longer have access to this email, please call Panacea Financial at 833-472-6223.
Once received, enter the verification code.
You will receive a Success message.
