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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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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.