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Get Rid of That Stack of Papers

We all have so many things to track in our lives. Who wants to keep track of a mailed, paper bank statement that can get buried in another stack of papers on your desk? Not to mention that mail isn't the safest form of delivery for a sensitive document like your personal or business account financial details. It's time to go paperless and enroll in e-statements in Banking Butler!

Why Use E-Statements?

Save yourself a monthly fee (if applicable) for a mailed statement

Receive documents sooner than if delivered by mail – especially with recent cutbacks to USPS First-Class Mail service

Reduce your risk of mail fraud and identity theft

View, print and save up to two years of statements (from the time you enroll in Banking Butler)

View in PDF format

Convenient access to check images

View e-statements from your desktop, smartphone or tablet

How to Enroll, View, and Switch to E-Statements

Enroll and View Statements

Start by choosing "Account Statements" in the Statements menu.

In order to view your statements, you will need to verify that you can view PDFs. Choose the "Get Code" button.
If you do not have a PDF reader, you won't be able to use this option, but can download Adobe Reader by clicking the appropriate button.
When you request a code, a PDF will open. Note: Some pop-up blockers prevent this PDF from opening, so ensure your pop-up blocker is off for this event. You will see a four character code specific to your request.
Once you enter the code on the main screen, you will receive a confirmation message.
Choose your account, date, and format of the statement you'd wish to view.

If you would like to change the method in which your statements are delivered going forward, see the "Switch to E-Statements" section below.

Switch to E-Statements

Start by choosing "Statement Delivery" from the Statements menu.
If you want to review the delivery method of your statements for each of your accounts, you can do that here. You can edit a delivery method by choosing the pencil icon on the right of each account.
If you choose to change the delivery method, choose your option in the drop-down box.
If you choose E-Statement, you'll be required to enter your email address.
Once you save, you'll receive a confirmation.
Once you close the confirmation, you'll see your new changes take effect immediately.