Wealth Management Online

Online account access tools:

Wealth Management Account Access

Easy Access to Account Information

Montecito Bank & Trust's free Wealth Management Online service allows you to access current account information about the assets held in your account(s) as well as year-end reporting and tax information.

Get Started Today!

Call (805) 564-0281 or click one of the buttons below to enroll in our free Wealth Management Online service.

Wealth Management eStatements

eStatements are convenient, secure, and great for the environment.

With free eStatements, you receive the same information as your paper statement, but you enjoy faster and more secure delivery and the added flexibility to view it, print it in a .pdf format, or save it onto your computer. Your past statements accumulate and are viewable for up to two years.

Compared to paper statements, eStatements are:

SECURE...

Identity Theft experts actually recommend electronic statements. Why? Because most identity theft occurs through the mail or improperly discarded paper documents containing sensitive information. Each month we notify you via email that your statement is ready. You simply log in to your Wealth Management Online account to view your statement.

FAST...

You get your statement sooner, because eStatements can be viewed as soon as they are ready, typically before paper statements are even mailed.

SIMPLE...

eStatements eliminate the clutter of paper statements and allow you to download your statement so you can store and retrieve your past statements right on your hard drive. With 24x7 online access, you can choose when and where you want to view, print or save your statements.

GREEN...

eStatements are good for the environment. They cut down on paper usage meaning fewer trees need to be harvested and less energy needs to be used to make the paper. Choosing eStatements is something easy you can do, that really is Earth-friendly.

Have more questions? eStatements FAQ

Get started today!

If you are not currently accessing your Wealth Management account information online and are interested in signing up for eStatements, please contact us at (805) 564-0281 and we will be happy to assist you.

Yes, any year-end tax statements will be mailed out.

Yes. Access to your eStatements is available on any computer with Internet and email access. You will need the free Adobe Reader software to view and print your eStatements. Most computers already have Adobe Reader installed, but if needed you may download and install it from the following website: get.adobe.com/reader/

Get Adobe Reader

No, we can only send the notice to one designated email address.

Yes, you can cancel eStatements and go back to receiving paper statements if you choose.

Please contact Montecito Bank & Trust at (805) 564-0281 and our Online Banking Support Team will be happy to assist you. Certain fees may apply.

You will have access to up to 13 months online, beginning the first month after your account is enrolled in eStatements. 

Please contact our Online Banking Support Team at (805) 564-0281 to verify your email address. However, your eStatement will still be available within online banking under the Documents tab for each account.

Yes, our eStatements are identical to our paper statements.

Call (805) 564-0281 to change your email address.

One of the many benefits of eStatements is you will receive your bank statements faster than waiting for mail delivery! As soon as your eStatement is ready you will be notified via email.

An eStatement is an identical electronic version of your regular paper bank statement.

You may download or print your statement, just like you would any other document from your computer.

No, there is no option to receive eStatements and paper statements simultaneously.

There is a no charge for eStatements.

Yes, you must be a Montecito Bank & Trust Wealth Management online banking customer to receive eStatements.

Call (805) 564-0281 to enroll in eStatements.

Security is one of the many benefits of eStatements. Montecito Bank & Trust is always concerned about the security of your information. Access to your eStatements is gained through your login to online banking and its use of multi-layered authentication. eStatements also eliminate the possibility of statements being lost or tampered with in the mail.

Instead of receiving paper statements through the mail you will go to your Montecito Bank & Trust account to access your statements electronically. An email notice will be sent to the email address you provide when your current statement is ready to be viewed. Your past statements will accumulate and be viewable for up to 31 months. You will need to be able to view a PDF document. If you are unable to view the eStatement please download and install the free Adobe Reader from the following website: get.adobe.com/reader/

Learn More

For additional information and help understanding eStatements, please contact us at (805) 564-0281 and we will be happy to assist you.