Montecito Bank & Trust is committed to providing our Wealth Management clients with a robust suite of digital banking tools and services. In addition to comprehensive performance reporting and an online document vault, our clients are able to review their portfolio(s), obtain year-end reports and tax information and communicate with their dedicated portfolio manager or trust officer at their convenience, all from a single online destination.
If you are a current Wealth Management client, please access your portfolio online through one of the tabs below.
If you are not yet a Wealth Management client, but would like to speak with someone in our office, please call (805) 564-0298.
Wealth Management eStatements
Identity Theft experts recommend eStatements, 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, so you may log in and view your statement.
You receive 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 24/7 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.