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