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IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
I have a joint account; why can't I access our tax documents online?
Tax documents for a joint account are issued and reported to the IRS only under the Tax Identification Number of that account's primary owner (as reflected in our records). For security reasons, eTax Documents may be viewed only under that primary owner's Online Banking profile.