Post on 28-May-2020
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Personal Online BankingOnline Statements & Notices
Online Statements & Notices – Table of Contents
This guide covers topics related to Personal Online Banking – Online Statements & Notices. For quick access to a
specific topic, select one of the following:
• Online Statement & Notice – Available Documents & Retention
• Notification Preferences
• Online Statements
• Enrollment
• Viewing Statements
• Cancel Online Statements
• Online Notices
• Enrollment
• Viewing Notices
• Cancel Online Notices2
Online Statements & Notices – Available Documents & Retention
Within personal online banking, from a desktop / laptop device, online statements and online notices can be
viewed for 18+ months. Depending on the type of account the following documents are typically available
electronically:
• Online Statements: Account Statements (Checking, Savings, Money Market)
• Online Notices:• 1098 Mortgage Interest Statement• 1099-A, 1099-C, 1099-INT, 1099-Q, 1099-R, 1099-SA • 5498 IRA, 5498-SA HSA • Automatic Advance Notice• CD Automatic Renewal Notice• CD Statement• Deposit Follow up Overdraft Notices• Escrow Analysis• Final Maturity Notices• Interest Notice by Loan
• Loan Billing Notice• Loan parameterized Statements• Loan Regulation Z Statements• Loan Sweep Transactions• Mortgage Loan Periodic Statements• NSF Notices• Past Due Loan Notices• Stop Payment• Sweep Transfer Notice
3Return to Table of Contents
Notification Preferences
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be modified separately as
notification preferences are setup on a per account
basis.
• Select Continue
4Return to Table of Contents
Notification Preferences
• Select Notification Preferences
• Make preferred notification changes
• To turn off notices ensure the checkmark is
removed.
• Select Save
5Return to Table of Contents
Personal Online BankingOnline Statements
Enrolling in Online Statements
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
7Return to Table of Contents
Enrolling in Online Statements (cont’d)
• Select Click here to enroll in eStatements
• Read the disclosure and open the sample
document to obtain the verification PIN
(LTB1963)
• Select I Agree
• Select the account number from the resulting
selection screen to be routed back to the Notice
display screen.
8Return to Table of Contents
Viewing Online Statements
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
• The past 18+ months of statements will appear.
• Select any displayed statement date to view an
electronic copy.
9Return to Table of Contents
Cancelling Online Statements
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
• Select Switch To Paper Delivery
10Return to Table of Contents
Personal Online BankingOnline Notices
Enrolling in Online Notices
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
12Return to Table of Contents
Enrolling in Online Notices (cont’d)
• Select Click here to enroll in eNotices
• Read the disclosure and open the sample
document to obtain the verification PIN
(1963LTB)
• Select I Agree
• Select the account number from the resulting
selection screen to be routed back to the Notice
display screen.
13Return to Table of Contents
Viewing Online Notices
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
• The past 18+ months of notice history will be
displayed.
• Select any displayed eNotice to view an
electronic copy.
14Return to Table of Contents
Cancelling Online Notices
• Login to Online Banking
• Hover over Additional Services and select Online
Statements & Notices
• In the disclaimer pop up select OK
• Select the applicable account from the displayed
listing.
Note: Each account must be enrolled separately as
statement delivery preferences are setup on a per
account basis.
• Select Continue
• Select Switch To Paper Delivery
15Return to Table of Contents