Paperless Preference

Receive statements and documents electronically

Access your statements, tax information, and eligible documents and notices anytime through your Online Banking account and the RBFCU Mobile® app instead of receiving paper documents in the mail. By choosing Paperless Preference, you can reduce paper clutter, help protect your personal information and support more environmentally responsible banking.

Why Choose Paperless Preference?

  • Review current and past statements and documents all in one place
  • Access your information anytime
  • View documents securely
  • Download and securely save your records
  • Digitally organize your documents with a system that fits your needs
  • Reduce the risk of lost or stolen mail
  • Decrease paper clutter at home
  • Use less paper and reduce waste
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What You’re Opting Into

By enrolling in Paperless Preference, you will receive:

  • Monthly or quarterly account statements
  • Tax documents
  • Notices and disclosures
  • Other applicable account communications
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How to Enroll

Enrolling in Paperless Preference is easy and can be completed in a few steps.

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Online Banking

  1. Sign in to your Online Banking account and visit the Paperless Preference page
  2. Follow the prompts to enroll in electronic statements and documents
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RBFCU Mobile app

  1. Sign in to the RBFCU Mobile app
  2. Select the + button
  3. Select “View Services”
  4. Select “Paperless Preference”
  5. Select “Enable” to complete enrollment
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Enroll via text message

Text PAPERLESS to 968772 to enroll

Accessing Your Documents Online

Once enrolled, your eligible statements and documents will be securely available in Online Banking or the RBFCU Mobile app. Select “Explore Products” from the menu, then “Statements & Documents” to view, download, print and save up to 24 months of statements and documents for your records.

 

Helpful Resources for Going Paperless

Shredder shredding a paper document

Which Papers Should You Keep?

Not all financial documents need to be kept forever. Learn which papers are important to save and which can be safely shredded and discarded.
Bank statement with checkmark

Statement Reconciliation

Use this guide to help track transactions and reconcile your account if your register doesn’t match your statement.
Papers grouped with paperclip

Forms & Disclosures

Electronic versions of many of RBFCU’s various forms, disclosures and documents — including statement inserts — can be found here.

Stay Safe From Fraud: Explore RBFCU fraud tools and tips in Online Banking to protect your accounts.
Account Alerts: Monitor your account and transactions with customized email and text alerts.

Paperless Preference FAQs

  • Do I have to agree to electronic documents if I only want paperless statements?
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    Yes. If you want to receive paperless statements, you must also agree to receive your disclosures and other documents electronically.

  • How can I access my older statements and documents that are no longer available in Online Banking?
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    You can access up to 24 months of your RBFCU account statements through your Online Banking account or the RBFCU Mobile app.

    If you need statements older than 24 months, you can request copies by chatting with a representative online, calling RBFCU at 210-945-3300 or visiting a branch.

  • How can I enroll in electronic statements for my credit card online?
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    To enroll in electronic statements for your credit card:

    1. Sign in to your Online Banking account or the RBFCU Mobile app.
    2. Select your credit card on the Account Summary page.
    3. Select “View More” on the Credit Card Activity page to open the credit card servicing website.
    4. Select “Statements.”
    5. Select the toggle next to “Paperless statements" to switch it to “On.”
    6. Verify your email address, and follow the prompts to complete enrollment.

    Please note: You will only be enrolled in electronic statements for your credit card. This will not apply to your other RBFCU accounts.

  • How do I opt in to receive my statements and documents electronically?
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    Visit the Paperless Preference page in your Online Banking account to enroll in electronic statements and documents.

    To enroll via the RBFCU Mobile app:

    1. Sign in to the RBFCU Mobile app.
    2. Tap the + button at the bottom of the screen to view your options.
    3. Tap the “View Services” icon.
    4. Tap “Paperless Preference.”
    5. Check the boxes to agree to the Paperless Preference Agreement and consent to receive electronic documents.
    6. Tap the toggle to switch it from “Disabled” to “Enabled.”

    To enroll via text message, text PAPERLESS to 968772.

    An Online Banking account is required to sign up for Paperless Statements and Documents.

    Federal regulation requires certain financial documents to be provided to members by mail, regardless of Paperless Preference opt-in status.

  • How do I update my email address, phone number or mailing address with RBFCU?
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    You can update your contact information in your Online Banking account or in the RBFCU Mobile app:

    1. Sign in and select the profile icon in the top-right corner
    2. Select “Profile Settings”
    3. Select “Contact Settings,” and follow the prompts to update your email address, phone number or mailing address
  • How do I view my account statements and documents in the RBFCU Mobile app?
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    To view your account statements and documents in the RBFCU Mobile app:

    1. Sign in to the RBFCU Mobile app
    2. Tap the account for the statement or document you’d like to view
    3. After your Account Activity loads, tap the + button at the bottom of the screen to view your account options
    4. Tap “Statements & Documents” to see your current and previous statements for the account

    To opt in to Paperless Preference:

    1. Sign in to the RBFCU Mobile app
    2. Tap the + button at the bottom of the screen to view your options
    3. Tap the “View Services” icon
    4. Tap “Paperless Preference”
    5. Check the boxes to agree to the Paperless Preference Agreement and consent to receive electronic documents
    6. Tap the toggle to switch it from “Disabled” to “Enabled”

    To enroll via text message, text PAPERLESS to 968772.

    An Online Banking account is required to sign up for Paperless Statements and Documents.

    Federal regulation requires certain financial documents to be provided to members by mail, regardless of Paperless Preference opt-in status.

  • How long can I access my electronic statements and documents through Online Banking?
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    You can access up to 24 months of your RBFCU account statements through your Online Banking account or the RBFCU Mobile app.

    If you need statements older than 24 months, you can request copies by visiting a branch, chatting with a representative online or calling RBFCU at 210-945-3300.

  • What if I want to cancel electronic statements and documents?
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    Visit the Paperless Preference page in your Online Banking account to turn off electronic statements and documents.

    To cancel via the RBFCU Mobile app:

    1. Sign in to the RBFCU Mobile app
    2. Tap the + button
    3. Tap the “View Services” icon
    4. Tap “Paperless Preference”
    5. Tap the toggle to switch it from “Enabled” to “Disabled”
  • What should I do if I find fraudulent transactions in my Online Banking account or on my account statement?
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    Visit the “How to Report Fraud to RBFCU” page for instructions on reporting suspicious transactions, including:

    • How to dispute debit card, credit card, checking, savings and Money Market transactions
    • How to stop payment on a check
    • How to report fraud involving your debit card
    • How to dispute a credit card transaction
  • Why can't I view my account statements and documents in the RBFCU Mobile app on my iPhone or iPad?
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    If you’re unable to view your account statements and documents in the RBFCU Mobile app on your iPhone or iPad, you may have the “Block Pop-ups” setting enabled for Safari.

    Go to Settings > Apps > Safari, and then toggle off “Block Pop-ups.”

An Online Banking account is required to sign up for electronic statements and documents.

IRA statements, error resolution notices, tax statements or any additional financial documentation required by law will still be mailed until further notice.

Federal regulation requires certain financial documents to be provided to members by mail, regardless of Paperless Preference opt-in status.

For complete details, please read the RBFCU Paperless Preference Agreement.

RBFCU does not charge a fee for the RBFCU Mobile® app, but you may be charged for data by your mobile wireless provider.