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SCAM WARNING - Fraudsters are calling clients, spoofing the Bank's phone number and posing as MB&T employees. These fraudsters ask for Online Banking passwords and one-time PINs. We will never ask for this information. Please hang up & call your branch, Relationship Manager, or our Service Center (805-963-7511) immediately.

SCAM WARNING - Bankers never ask for your Online Banking password or one-time codes. Learn More

Secure Online Access

Keeping you connected.

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24/7 Access Online or on Your Phone

Montecito Bank & Trust is committed to providing our Wealth Management clients with a robust suite of digital banking and financial management tools and services.

  • Secure online and mobile access to your portfolio and performance reporting including asset classes and top holdings, gain/loss, and projected income
  • Store & share documents in our secure online document vault
  • Obtain year-end reports and tax information
  • Communicate with your dedicated portfolio manager or trust officer at your convenience
  • Switch to eStatements for fast, secure, and environmentally-friendly reporting

  • If you are a current Wealth Management client, please contact your trust officer or portfolio manager to establish the online credentials for your account.

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MB&T Wealth Mobile App

Stay connected to your investments with the MB&T Wealth Management app. Featuring the same information as the Wealth Management portal, the app provides a comprehensive view of your portfolio performance right from your phone or tablet.

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Let's start your next chapter together.

Read our brochure Call us at (805) 963-7511 Meet the team

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Investment Management
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Not Insured by FDIC or
Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Montecito Bank & Trust does not provide tax or legal advice.