Welcome to Record Retention Online

This is the most up-to-date record retention service available. You can search the database of more than 4,100 records (in the federal schedule) to answer your record retention questions; browse through the statutes, forms, and procedures available in the Procedures and Laws section; and ask questions and get answers in the subscribers-only forum.

The web-based retention schedule is derived from our industry proven "Guide to Bank Record Retention", but since it's online, you never need to wonder if it's up-to-date. We've taken care of that!

To login, add a schedule to what you already have, or to check your state's availability, click below:

     
Updates
Federal Schedule Updated Regularly

Federal and State Schedules are constantly being reviewed and updated.





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