eDocuments

Enjoy the ease and convenience of secure electronic storage and delivery of your critical financial information with these eDocuments options from California Bank & Trust.

eStatements

Opt out of paper and view your statements online with the convenience of eStatements.

We'll send you an email when your statement is ready for your review. Plus, if you choose the Check Imaging option available for most checking accounts, images of processed checks are automatically included with your eStatements – making it easier to organize and manage your finances.

Imaged Statements

With California Bank and Trust’s Image Services, you no longer need to store paid checks and copies of deposited checks. Instead, you can quickly and easily access electronic images of these items ‑ digitized for sharp, legible viewing. You save the time and expense associated with storage, research and making/requesting photocopies. With both CD-ROM and online access available, you choose the method most convenient for your particular needs:

• Online: With Treasury Internet Banking, you have online access to images of your daily activity.
  
• CD-ROM: Using image-viewing software provided by CB&T, you can retrieve images from CDs delivered per your requested frequency—daily, weekly, monthly, or quarterly. Approximately 20,000-25,000 images can fit on a single CD.
• Each of these access methods allows you to view images of:
  • Paid Checks: Paid items posted to your account, including adjustments.
  • Processed Deposits – Deposit slips, individual deposited check items, and adjustments.
  • Lockbox Remittances – Individual deposited items and remittance coupons of retail lockbox deposits.

Additional CB&T image services include:

• Positive Pay “Exceptions” Through Treasury Internet Banking’s Positive Pay application, you can view checks that surface as possible fraudulent items, and make payment/return decisions online.
• Image Deja View℠: Organize paid items from other financial institutions onto CD-ROM.
• Check Return: Gives you the ability to review previous day posted items with images and return an item online.

Advantages of CB&T’s Image Services: 

• Convenience of accessing images is as simple as a mouse click, with views of both front and back of checks – from a variety of angles.
  
• Time savings by no longer searching through manual records or waiting for a photocopy from the bank. Deposit accounting errors are quickly identified with access to both adjustments and individual items.
• Cost savings through the elimination of storage and staff costs associated with photocopying, storing and retrieving paper items.
• Enhanced correspondence with your business partners by using the electronic images as attachments to e-mails, and even incorporating them directly into the text of written correspondence.
• Check fraud protection since the risk of losing checks is eliminated by their conversion to digital form. And with Treasury Internet Banking’s Positive Pay[cite::92::cite] and Check Return services, you can scrutinize and verify signatures and amounts in order to make pay/no pay decisions online - preventing payment of fraudulent items.

eNotices

Simplify your financial life with eNotices. No more tracking down your company's important papers and files. Simply log in and immediately find the notice you're looking for. We'll even notify you online every time one of these notices is generated for your account.

eTax Documents

Your tax documents are available faster with eTax documents. You'll receive an email notification letting you know when your eligible tax documents are available to print from online banking. Opt out of paper tax documents to reduce waste and improve security by removing sensitive documents from your mailbox.