Access your Accounts

A friendly caution: don’t let daily, weekly or monthly account check-ins dictate your mood. If your account check-in leaves you concerned or even euphoric, please reach out to us. Neither of these emotions leads to good decision making. We’re here to reassure and keep you on track.

How to stop paper statements/fees with B2B Bank

For security reasons, B2B requires the client do this themselves. Once you request the switch to online access and identify yourself as a client (to get rid of the paper), they will mail you a PIN to sign in for the first time.

Steps

  1. You’ll need your current paper statement with your registration and account number.
  2. Go to: b2bbank.com/investoraccess
  3. On this home page, click the Please register here link.
  4. Using your B2B statement, enter your Registration ID and account number under Step 1: I don’t have a registration PIN.

    The shows where to find it on your statement and where to type it in on the screen:

  5. Once you’ve added your numbers and clicked “submit” the system will verify that you’ll receive a PIN in the mail.

  6. Once you’re mailed out a new PIN, log in for the first time (again, using the first time visitor link on the b2bbank.com/investoraccess screen, this time clicking Step :2 I have my registration PIN).

    Once you’ve logged in I believe it will ask you to give yourself a password. Then login on the home page and go to the box at the top that says “My Preferences”. This screen will come up:

    Select the first option “Select all document types for ALL accounts”. Click submit.

  7. The screen will (finally) say “Congratulations! You will now receive your documents as follows:” It should indicate that now your statements will be sent to you electronically.