After closing an account, account holders can still access Client Portal/Account Management using the same login credentials to view or print historical activity and tax statements. Tax statements for the past 5 calendar years are available online, and MEXEM retains statements for a total of 7 years as required. If a statement is no longer available online, account holders can request a copy by contacting their local Client Services Center, subject to a processing fee. For password assistance, contact the Client Service Center for identity verification.
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