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Spring Cleaning: How to Go Paperless With Your Financial Documents

Sarah Kaufman



The standard spring cleaning tactics will always hold true: Swap your winter clothes for spring and summer ones, throw out the stuff you never wear, get rid of items you never use, and give everything a really good scrub.

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But what about that thing that piles up on your dining room or kitchen table (or both) and makes everything look just a bit less organized than it should be? It comes in the form of bills, statements, offers, coupons and other pesky mail that simply takes up space. Sometimes you store it in a clunky filing cabinet, and oftentimes you have to break out the shredder to destroy whatever private account information lives on said bills and statements and other private documents.

I’m talking about paper.

This spring, consider going paperless financially so that you feel a little lighter and more organized. Here’s how to do it:

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Opt out of paper mail. Most financial institutions make it really easy to opt of receiving paper bills and statements. Visit your financial institution website to go paperless with your bills and statements. Make sure you have an online account set up with your provider so you can start doing your banking online. Wondering how you’re going to view all of your paper bills and statements if you opt out of receiving paper mail? Go on to step 2.

Use Manilla’s free document storage. When you sign up for Manilla.com, you get free, secure and unlimited online document storage, which means Manilla automatically retrieves and files your bills and statements for you. You can view, download, print or send them via email whenever you need to, so the option of having them in the form of paper is not totally gone.

[More from Manilla.com: How to Remove Yourself from Junk Mail Lists]

Use that shredder one last time. It’s important to shred your existing paper documents to ensure that your private data is completely protected. Destroy anything with sensitive information, such as account numbers, birth dates, passwords and PINs, signatures and Social Security numbers. It’s also a good idea to shred items that include names, addresses, phone numbers and email addresses.

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