To receive electronic statements and “go paperless” on your Investment, Trust and Custody Accounts via Private Bank Online and Mobile, follow the simple steps below.
Switching to paperless statements allows you to view, download and print your statements anytime. Enroll in Private Bank Online and Mobile and online delivery to:
Let’s get started.
Step 1: Log into Private Bank Online. On the Overview page, under the Accounts tab, select Statements.
Private Bank online Accounts tab drop-down menu with Statements highlighted" />
Step 2: On the Statements page, select Change delivery preferences under Related Links.
Private Bank online Statements page with "Change delivery preferences" highlighted" />
Step 3: On the Paperless Settings page, select the Paperless radio button under the All accounts section, and click Continue at the bottom of the page.
Reminder: Each individual statement recipient must enroll in paperless settings
Private Bank online Paperless Settings page with Paperless selected for all account statements" />
Step 4: Review and agree to the Terms & Conditions for paperless delivery settings, then click Confirm Changes at the bottom of the page.
Private Bank online Paperless Settings page with the reminder to read the Terms and Conditions and Confirm Changes highlighted" />
Step 5: A confirmation message will be displayed stating that your delivery preferences were saved successfully.
Private Bank online Paperless Settings page with "Your delivery preferences have been saved successfully" highlighted" />
Step 1: Log in to the Bank of America Private Bank Mobile App 1 and tap the Menu icon.
Step 2: From the Menu, tap Settings.
Menu page with Settings highlighted" />
Step 3: Under Settings, tap Paperless Settings.
Step 4: On the Paperless Settings page, tap the Paperless radio button under the All accounts section, then scroll down to the bottom of the page to tap Continue.
Step 5: Review and agree to the Terms & Conditions for paperless delivery settings, then tap Confirm Changes at the bottom of the page.
Step 6: A confirmation message will be displayed stating that your delivery preferences were saved successfully.
Go paperless banner on Statements page:
¹ The Bank of America Private Bank mobile app is available to clients who have registered for Bank of America Private Bank Online and Mobile.
Note: Not all accounts may be available in paperless format. Bank policy may require us to send at least one statement cycle via regular mail for your trust and estate accounts.
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