Tax Refund Services
A guided home for your refund: request it, route it to your Stonewell accounts, and follow its status from submitted to credited.
Your refund, with nothing left to guess
Filing season brings enough questions. Stonewell's refund service gives you a single guided request, a secure place for documents, and a status tracker that shows exactly where your refund stands, right next to the account it is headed for.
Starting a request will take you to the secure member portal, where you can sign in or enroll in online banking to continue.
A clear path, start to deposit
- 1Request received
- 2Under review
- 3Processing
- 4Completed, funds in your account
Timing and eligibility depend on the tax authority and your individual filing. Your relationship team will confirm each stage with you.
Four simple steps
No paperwork, no hold music. Everything happens in the same portal you already use for everyday banking.
Tell us about your filing
Share your filing year, filing status, and where you'd like your refund deposited. It takes about five minutes.
Attach your documents
Upload your return summary or other supporting documents through our secure portal.
We review your request
Our team reviews your request and follows up through secure messaging if anything else is needed.
Track it to your account
Follow your request's status in online banking, and see your refund land the moment it arrives.
Built for peace of mind
The service is designed around the two things people actually want from refund season: clarity and control.
One place for everything
Start a request, upload documents, and track status without a branch visit or a phone call.
Clear status updates
From received to completed, you'll always know exactly where your request stands.
Secure by design
Documents and messages travel through the same encrypted member portal as your accounts.
No surprises
We'll message you before anything changes, and we never charge surprise fees.
Common questions
Tax laws and program terms vary. Stonewell does not provide tax advice. Consult a qualified professional for guidance on your filing.
Ready when you are
Start your request in the secure member portal, and follow your refund all the way home.
Start Tax RefundNot a member yet?
Refund instructions are handled inside your online banking. Opening an account takes about ten minutes.