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Clear Lake Bank & Trust

641.357.7121

Woman on a laptop.

Enroll in E-Statements

Ready to go paperless?

 

Here's how to get signed up: 

 
1. Log in to your online banking account.
 
2. On your Dashboard, click the account you wish to enroll in e-statements.
 
Highlighted account view.
 
 
3. Click 'Documents' from the menu options.
 
Select documents.
 
4. Click 'Documents and Settings' at the top of the page to enroll or change your e-statement settings.
 
Blue Documents Bar
 
5. Either check the box to Enroll All Available Accounts and Document Types Shown or Expand each account to see what documents are available for electronic delivery. (Note - if you currently receive electronic documents and want to receive tax documents electronically, you will need to expand each account type and select either 1099-INT (deposit interest received) or 1098 (mortgage interest paid).
 
Enroll All Accounts
 
OR Expand an account to see available documents set for delivery or to add additional documents
 
Expanded list of documents available.
 
6. After making your selection, hit 'Save Settings' at the bottom of the page.
 
Save Settings.
 
7. Scroll to the bottom of the Electronic Documents Disclosure page to accept our terms and agreement.
 
Accept terms.
 
 
Questions? Contact a member of our customer service team at 641.355.2217.