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eStatements

Convenience, safety, flexibility and speed  --- with so many benefits, it’s always a great idea to choose free eStatements over paper. 

Signing up is simple, too.  Step-by-step instructions for Desktop/Laptop computers and for Mobile phones and devices are listed below.  Need further assistance?  Call one of our convenient Locations.  Our bankers will be happy to help!  

 


How to Enroll – Desktop/Laptop Computer

  • Go to our Home Page and log into Online Banking
  • Click on your name icon in the upper right hand corner
  • Click on “Settings” in the dropdown box
  • Click on the bank icon (the one with our logo)
  • From the list of accounts click on Documents-Manage to enroll
  • Enter the requested information, confirm e-mail address, and enter security phrase
  • Select “click here” to view passcode, and enter where prompted
  • Click on “Enroll Now” and select OK to complete enrollment process
  • Once enrolled, you can click on Sign Up/Changes from the Documents Menu to see the accounts that will receive eStatements
  • Click on the box next to each account that you want to receive eStatements 

What Happens Next:  After you’ve enrolled, you will receive an e-mail whenever a monthly (or quarterly statement) is ready --- usually on the same day we would ordinarily have printed your paper statement and prepped it for mailing.  The message will prompt you to log into online banking, where you can view your statement.  You can also print it and save it as a PDF if you wish.


How to Enroll – Mobile Phone or Device

  • Open the CBI Bank & Trust mobile banking app
  • Click on one of your accounts
  • From the list, click on “Settings”
  • Click on “Manage” next to the word “Documents”
  • Click on “enrollment”
  • Enter the requested information, confirm your e-mail address, and enter a security phrase
  • Select “click here” to view passcode and enter it where prompted
  • Click on “Enroll Now” and select OK to complete the enrollment process
  • Once enrolled, you can click on Sign Up/Changes from the Documents Menu to see the accounts that will receive eStatements
  • Click on the box next to each account that you want to receive eStatements

What Happens Next:  After you’ve enrolled, you will receive an e-mail whenever a monthly (or quarterly statement) is ready --- usually on the same day we would ordinarily have printed your paper statement and prepped it for mailing.  The message will prompt you to open the Mobile Banking app where you can view your statement.  You can also save it to your device, send it to a printer, or send it to a desktop computer where you can save or print it whenever needed.