Step-by-Step Enrollment
Log in to online banking or the Pinnacle Bank Texas mobile app. Navigate to Statements, then eStatement Enrollment. You will see a list of all your eligible accounts — checking, savings, money market, CDs and loan accounts. Select the accounts you want to enroll (or select all), verify that your email address is current, and accept the electronic delivery disclosure agreement.
Enrollment takes effect with your next statement cycle. Your most recent paper statement may still arrive by mail as a final delivery. After that, all statements will be delivered electronically. You will receive an email and push notification each time a new statement is available.
Tax Documents and Account Notices
When you enroll in eStatements, your tax documents are automatically included in electronic delivery. Each January, your 1099-INT (interest income), 1098 (mortgage interest) and any applicable 1099-MISC forms post to your document center. You receive an alert when they are available, and they remain in your archive alongside your monthly statements for seven years.
Account notices — including rate change notifications, fee schedule updates and regulatory disclosures — are also delivered electronically to eStatement enrollees. These notices are stored separately in your document center under Notices and Disclosures, making them easy to find and reference. For consumer rights related to electronic disclosures, review the FDIC consumer resources and the CFPB Regulation E guidance.
