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:

• Receive email notifications to quickly and easily access new account statements
• Reduce the risk of lost or stolen mail and avoid the need to file and secure physical records
• Access up to 7 years of account statements through our secure, password-protected online portals
• Go green, minimize clutter and reduce multiple account statements sent to shared mailing addresses on joint accounts

Let’s get started.

Step 2: On the Statements page, select Change delivery preferences under Related Links.

Step 3: On the Paperless Settings page, select the toggle to On in order to go paperless for all available accounts and documents. Click Save Changes at the bottom of the page.

Reminder: Each individual statement recipient must enroll in paperless settings 

Step 4: Review and agree to the Terms & Conditions for paperless delivery settings, then click on Submit at the bottom of the page.

Step 5: A confirmation message will be displayed stating that your delivery preferences were saved successfully.

Step 2: From the Menu, tap Settings.

Step 3: Under Settings, tap Manage Paperless Settings

Step 4: On the Paperless Settings page, tap the toggle to On in order to go paperless for All accounts and documents section, then scroll down to the bottom of the page to tap Save Changes.

Step 5: Review and agree to the Terms & Conditions for paperless delivery settings, then tap on Submit.

Step 6: A confirmation message will be displayed stating that your delivery preferences were saved successfully.

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.

Apple, the Apple logo, App Store, MacBook Pro and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries.

Google Play and the Google Play logo are trademarks of Google LLC.