How do I sign up to receive eStatements?

If you are enrolled in eStatements, you can view select tax documents electronically. 

To view your statements from the Mobile App, simply select Statements & Documents below the account list and then click "View Associated Notices & Year-End Tax Forms".

In Online Banking, log in and select a specific checking, savings, or loan account, and then select "Online statements" from the Account Details page. Available tax documents will be displayed after clicking "View Associated Notices & Year-End Tax Forms" for the associated account.

If you're not currently enrolled in eStatements, log into the Mobile App or Online Banking, select the account you want to enroll, and click "Online statement" to get started.

Take a tour of eStatements.

You can register for Digital Banking from your desktop computer, tablet device, or smartphone. You will need the following information to create your account:

• Social Security Number (SSN)
• Your 10-digit account number (checking or savings), including any leading zeros and excluding dashes
• Date of birth
• Zip code

Once you have submitted this information, you will be able to create your unique user ID and password for your account and set up a phone number for receiving verification codes to verify your identity.

Message and data rates may apply when using the mobile app.

To log in, tap the North Shore app on your mobile device or visit northshorebank.com. Then enter your User ID and Password. You may be sent a code via text, phone, or email to verify your identity.

Message and data rates may apply when using the mobile app.

Account alerts are real-time and will be sent to you as soon as possible after the transaction has occurred. In Digital Banking, you can set up a "quiet time" for your text and email alerts by selecting the Manage Delivery tab in Alerts.

Message and data rates may apply when using the mobile app.

Set up account alert push, text, and/or email notifications in Digital Banking:

1. Locate Alerts under Quick Links or on the More page.
2. Turn on Push Notifications and then select Account Alerts.
3. Next, choose an account and select Add new alert.
4. Select the type of alert and set its criteria.
5. Under Delivery Methods, activate push notification, email, and/or text message, and select Save.

View a demo of Account Alerts in Digital Banking.

Message and data rates may apply when using the mobile app.

Account alerts are real-time and will be sent to you as soon as possible after the transaction has occurred. In Digital Banking, you can set up a "quiet time" for your text and email alerts by selecting the Manage Delivery tab in Alerts.

Message and data rates may apply when using the mobile app.

Yes, you can send alerts to multiple email addresses and mobile phones when you log in on the Mobile App or in Online Banking. Under Manage Delivery, select to either add a new email address or add a new phone number. 

If your email address or phone number changes, you can also delete any email addresses or phone numbers you would no longer like to receive alerts.

Please contact our Customer Support area by email or by phone at 877-672-2265. 

Mobile App

1. Log in to your account and select More in the lower right-hand corner
2. Then, under SETTINGS, select Manage profile information 
3. Then choose Email and Phone Number 
4. Enter the unique 6-digit secure code from the verification alert sent to you via text message or phone call
5. Follow the on-screen instructions to update your email address and/or phone number

Online Banking

1. Log in to your account and select Settings
2. Then select Profile and then select Email and Phone Number. 
3. Enter the unique 6-digit secure code from the verification alert sent to you via text message or phone call
4. Follow the on-screen instructions to update your email address and/or phone number

If you need further assistance, please contact Customer Support.

1099-INT, 1099-MISC, 1042-S, and 1098 forms will be available electronically to customers enrolled in eStatements.

If the total combined amount of interest earned for your accounts is $10 or greater, a 1099-INT, 1099-MISC, or 1042-S will be produced for each account that earned interest and/or received a promotional interest credit. Only accounts with the same primary tax ID number and ownership are used to determine total combined interest earned for the tax year.

If you’re currently enrolled in eStatements, log in to Digital Banking, select the account you want to enroll, and click “Online statement” to get started.

Take a tour of eStatements.

Message and data rates may apply when using the mobile app.

After three incorrect login attempts, you will be locked out of Digital Banking. Please use the Forgot User ID or Forgot Password links if you need assistance with your password. This feature is in place for security purposes, as your security is our number one priority.

Message and data rates may apply when using the mobile app.

Online transfers made using Digital Banking are processed during the following days/times.

• Monday through Friday: 7:00am to 10:00pm CST
• Saturday: 7:00am to 8:00pm CST
• No processing on Sundays, holidays, and during weekly scheduled Maintenance (Wednesday evenings starting at 11:00pm until 3:00am CST Thursday)

Completed transfers subject to account requirements (balance, minimum withdrawal requirement, etc.).

Message and data rates may apply when using the mobile app.

1. "Log In Information May Be Missing Or Invalid. Use First Time Log In If Logging In For The First Time" : If you have already signed up for Online Banking, this message usually means that either you have entered both your access ID and password incorrectly or you only entered your access ID incorrectly. Remember that your access ID and password are case-sensitive, so please make sure that you're entering both of them exactly as you created them (either all caps, lower case or a mixture).
2. "Invalid Customer Security Code". This message means that you entered your password incorrectly. Remember that your password is case-sensitive, so please make sure that you're entering it exactly as you created it (either all caps, lower case or a mixture).
3. "Your account has been disabled". If you receive this message, it usually means that the password has been entered incorrectly five or more times. This message may also appear when you use the “Back” button on your browser instead of using the links at the top of your Online Banking screens. If this happens, please contact North Shore Bank Customer Support.
4. “The information you are submitting is insecure”. The message you see is a "Warning! You have requested an insecure document that was originally designated a secure document. The document and any information you send back could be observed by a third party while in transit" - or a related message (depending on your browser) is shown because you are moving from a secure page within our Online Banking site to an unsecured page.
   
   This is your browser's way of warning you that the next page you are requesting is an insecure document and that you should not enter any confidential information on it. Once you leave a secure site like Online Banking, any information you transmit from that page is not encrypted for security and could possibly be viewed by a third party.
5. "Warning: Page has Expired". This is done for security reasons. Instead of using the browser buttons, please use the navigation icons or links on the Online Banking screens.
6. ”Invalid customer security code”. This message means that you entered your password incorrectly. Remember that your password is case-sensitive, so please make sure that you're entering it exactly as you created it (either all caps, lower case or a mixture).

If you have been locked out of Digital Banking, you must contact Customer Support at 877-672-2265. For your security, we will lock out anyone who is unsuccessful after multiple attempts to log into your account. We want to verify that it is you who is trying to access the account and will ask for personal information to reset the account login information.

Message and data rates may apply when using the mobile app.

To reset your password for Digital Banking, click the Forgot Password link and follow the instructions in the email.

Message and data rates may apply when using the mobile app.

User ID Requirements

1. Use a minimum of 9-26 characters
2. Can contain letters, numbers, and any of the following special characters: ~!@#$%&*()_+-={}|:;?,./
3. Cannot contain a space, and it is not case-sensitive

Password Requirements

1. Use 12 to 32 characters in a random sequence
2. Contain at least 1 uppercase letter
3. Contain 1 lowercase letter
4. Contain 1 number
5. Contain 1 special character

Message and data rates may apply when using the mobile app.

Checking, savings, money market, and certificate of deposit accounts that are enrolled in eStatements are eligible for an electronic 1099-INT, 1099-MISC, or 1042-S. 

Additionally, mortgage loans and home equity lines of credit (HELOC) that are enrolled in eStatements are eligible for an electronic 1098.

If you're not currently enrolled in eStatements, log in to Digital Banking, select the account you want to enroll, and click Online statement to get started.

Take a tour of eStatements.

When your eStatement is ready, you will receive a notification email directing you to log in to your account to view the new statement.

To transfer money from one North Shore Bank account into another North Shore Bank account, log in to Digital Banking and select Transfer & Pay. Then select Make An Internal Transfer and complete the information. For transfers that you want repeated, choose Make Recurring.

External transfers in Digital Banking let you move money between your North Shore Bank personal deposit accounts and your personal deposit accounts at other financial institutions in just a few clicks. In Digital Banking, select Transfer & Pay and then select Make an external transfer. For transfers that you want repeated, click on Make Recurring.

Message and data rates may apply when using the mobile app.

The information in your Digital Banking account is very secure. We use multiple layers of security to protect your information, including:

• Password protection
• Internet firewalls
• 128-bit encryption
• Multifactor authentication

Message and data rates may apply when using the mobile app.

It’s extremely safe. In fact, there are eight layers of security built into North Shore Bank’s Digital Banking system, all designed to protect your personal and account information. These include:

• Your password
• Secure browsers and servers
• Secure Socket Layer (SSL) protocol
• 128-bit encryption
• Cryptography
• Special firewalls

Message and data rates may apply when using the mobile app.

The balances for your accounts are updated every time you log in to Digital Banking.

Message and data rates may apply when using the mobile app.

Digital Banking is FREE to all North Shore Bank customers and gives you a variety of services that help you use and manage your accounts, when and where you want.
 
What's in it for you:

• View current account information
• Manage your money on the go with our mobile app
• Using Zelle^® you can send money to friends and family with just their email address or mobile phone number
• Set up eAlerts to notify you when important events have taken place within your accounts
• Use Bill Pay to ensure your bills are paid on time every time
• View up to 18 months of statements when you sign up for eStatements
• Export or download transaction information to your preferred money management program such as Quicken®
• Take a tour of our online services.

Message and data rates may apply when using the mobile app.

You can view your statements in Online Banking by logging into your account, clicking on a specific checking, savings, or loan account, and then selecting "Online statements" from the Account Details page.

To view your statements from the Mobile App, simply select Statements & Documents below the account list and then click View Statement.

Take a tour of eStatements.

To transfer money from one North Shore Bank account into another North Shore Bank account, log in to Digital Banking and select Transfer & Pay. Then select Make An Internal Transfer and complete the information. For transfers that you want repeated, choose Make Recurring.

External transfers in Digital Banking let you move money between your North Shore Bank personal deposit accounts and your personal deposit accounts at other financial institutions in just a few clicks. In Digital Banking, select Transfer & Pay and then select Make an external transfer. For transfers that you want repeated, click on Make Recurring.

Message and data rates may apply when using the mobile app.

1. After logging in to Digital Banking, navigate to the More menu, then select Statements & Documents
2. Next, you will be asked to read and agree to terms and conditions and be asked to view a PDF to check the capability of your device
3. After reviewing the Term and Conditions and viewing the PDF you will be asked to enter a code that was viewed on the PDF and enter that into the space provided as well as check a box to accept the Term and Conditions
4. You will be given the option to select which accounts you would like to receive eStatements.

You are now enrolled in eStatements.

eStatement features include:

• Convenient access up to 18 months worth of statements
• Email notifications that let you know when your statement is ready
• Downloadable copies of your statement, to save on your computer or print, if needed
• No more shredding of paper statements
• Online statements to help protect you from identity theft
• Take a tour of our online services.

Message and data rates may apply when using the mobile app.

Stay up-to-date with your account with North Shore Bank Account Alerts. You can set up email or text notifications for your checking and savings account balances, plus find out when a check has cleared. To sign up, log in to Online Banking, and click on Settings, Security Center, then Account and Security Alerts.

Learn more about Online Banking.

To enroll in eBills, sign in to Digital Banking and open Bill Pay. Eligible billers will display an eBill icon. Simply select the icon next to the biller's name and follow the prompts to start receiving your bills electronically.

Message and data rates may apply when using the mobile app.

You can schedule a recurring payment through Bill Pay that is paid from North Shore Bank checking account.

Making bill payment fast, free, and (almost) fun!

Our free personal online bill pay service is available for all North Shore Bank checking customers who use Digital Banking and want to save the time, hassle, and postage costs of paying bills by mail.

What's in it for you:

• Free personal online bill payment service
• Eliminates all or most check writing and saves you money on postage
• Pay anyone or any company, from the kid that mows your lawn to the utility company
• Eliminate more paper mail with eBills and eStatements
• You must have a North Shore Bank checking account and Digital Banking
• Take a tour of Bill Pay's benefits

To sign up for Bill Pay, simply log in to Digital Banking to get started.

Message and data rates may apply when using the mobile app.

Google Chrome

Remove a saved password.

You can make Chrome forget specific passwords or clear all saved passwords at any time.

1. On your computer, open Chrome.
2. At the top right, click More Settings.
3. At the bottom, click Show advanced settings.
4. Under "Passwords and forms," click Manage passwords. A box will appear with a list of saved passwords.
5. In the "Saved passwords" section, select the website and click Delete.
6. Click Done.

Stop asking to save passwords.

By default, Chrome offers to save your password. You can turn this option off or on at any time.

1. On your computer, open Chrome.
2. At the top right, click More Settings.
3. At the bottom, click Show advanced settings.
4. Under "Password and forms," uncheck the box next to "Offer to save your web passwords" or "Offer to save passwords with Google Smart Lock for Passwords."

To offer to save passwords again, check the box next to "Offer to save your web passwords" or "Offer to save passwords with Google Smart Lock for Passwords."

Make Chrome ask to save passwords again.

If you told Chrome to never offer to save your password for a specific site, but you change your mind, you can bring back the option.

1. On your computer, open Chrome.
2. At the top right, click More Settings.
3. At the bottom, click Show advanced settings.
4. Under "Passwords and forms," click Manage passwords. A box will appear with a list of saved passwords.
5. In the "Never saved" section, select the website and click Delete.
6. Click Done.

If Chrome isn't asking to save any passwords anymore, you may have asked it to stop saving passwords. Bring back the prompt by turning "Offer to save passwords" back on.
 

Microsoft Internet Explorer

Remove just one saved password.

1. Go to the login page and type the first letter of the username into the name field.
2. In the drop-down list, select the name by putting the pointer on it.
3. Hit the Delete key and answer "yes" to the dialog.

 

Apple Safari

Remove just one saved password.

1. From the Safari menu, select Preferences
2. Select the Passwords tab
3. Locate and select the website for which you want to delete a saved username/password
4. Press the Remove button and confirm the deletion request

Google Chrome

When you want to delete a bookmark, you can do so in Google Chrome in two different ways: by deleting it directly through the Bookmark Manager, Chrome's name for its native bookmark organizer tool, or through the bookmarked page itself. In addition, Chrome also gives you the ability to reverse the deletion of a bookmark through its Bookmark Manager, just in case you accidentally delete the wrong bookmark.

1. Open the Chrome menu, hover your mouse over "Bookmarks" and click "Bookmark Manager."
2. Hover your mouse over the bookmark you want to delete and click the downwards arrow on the right side of the bookmark.
3. Click "Delete" from the drop-down menu to delete the bookmark from Chrome.
4. Click "Organize" followed by "Undo Delete" in the drop-down menu to undo the deletion of a bookmark. However, once you close the Bookmark Manager, you can no longer undo a bookmark's deletion.

Tip

You can also remove a bookmark by navigating to the bookmarked site in Google Chrome, clicking the icon of a yellow star in the address bar and clicking "Remove." The yellow star will change to an empty star, signifying that Chrome removed the saved website.
 

Microsoft Internet Explorer

Right-click on any bookmark and select "Delete".

You can right-click a bookmark and select "Delete" to permanently delete it. You can do this for bookmarks in your bookmarks bar, the bookmarks manager, or the list in the "Bookmarks" section of the Chrome menu. You won't be asked to confirm that you want to remove the bookmark.
 

Apple Safari

Right-click on any bookmark and select "Delete".

You can right-click a bookmark and select "Delete" to permanently delete it. You can do this for bookmarks in your bookmarks bar, the bookmarks manager, or the list in the "Bookmarks" section of the Chrome menu. You won't be asked to confirm that you want to remove the bookmark. Note: Some browser versions vary slightly or significantly in the process

The first step is to have your computer cleaned by a professional. Once that has been completed, please contact our Customer Support Team at 877-672-2265 for further assistance.

Message and data rates may apply when using the mobile app.

To log off of Digital Banking select the Log Out option.

To print or save your eStatement(s), locate the File menu in Adobe Reader and select either Save/Save As... or Print. If your eStatement opens through an Adobe Reader plugin in your browser, simply follow the same instructions to save or print it.

If I use Quicken, how do I import my personal Digital Banking activity?

If you use Quicken to manage your finances, you can export your bank transactions for your record-keeping and account reconciliation.

Exporting Transactions from Digital Banking and Importing into Quicken software:

1. After logging into your personal Digital Banking account, click on the account that you wish to export transactions from.
2. From the Transactions menu, select Export Transactions
3. Select the statement cycle or dates that you wish to capture, and choose the export file format
   • .QFX for Quicken (2005+)
   • .QIF for Quicken (2004 and older)
4. Select Export to begin your download
5. Within Quicken, select the import method that is appropriate for each file type.

Please note that the .QIF file format may cause duplicate transaction entries if transaction dates overlap between what is currently entered in your management software.

Additional information:

• How do I export data to a Quicken Transfer Format (.QFX) file?
• .QIF Import FAQs

Message and data rates may apply when using the mobile app.

View the Quicken Help Guide

To download a copy of your statement, log into Digital Banking and access eStatements.

Otherwise, you can visit your nearest North Shore Bank office to request a statement copy.

Message and data rates may apply when using the mobile app.

To determine what browser and version you are using, follow these simple instructions - open your browser, click onto “Help” at the top, select “About”. Help will display the version of the browser you are using.

If you are enrolled in Digital Banking, you can deposit checks anytime using our mobile app.

1. Endorse your check (write “For North Shore Bank Mobile Deposit Only” with your signature)
2. Log in to your account and select Deposit at the bottom of the screen
3. Select Deposit a Check
4. Select the checking or savings account where you would like your check funds to be deposited
5. Enter the value of the check in dollars and cents
6. Tap Take Photos and snap a photo of the front and back of your check
7. Verify your check details and submit
8. You will receive an email that confirms your check was accepted or rejected

In some cases, your check may be processed within minutes, later the same day, or by the next business day. You will receive an email notification confirming whether your mobile deposit was accepted or rejected. View a quick demo.

All check deposits made through Mobile Deposit are subject to verification and final approval. Mobile deposits received and approved before 5:30 p.m. CST on a business day are generally available the next business day. New accounts have different availability schedules. For details on the Funds Availability Policy, please refer to the Deposit Account Agreement.

See our Terms and Conditions in the Mobile App for full details.

Message and data rates may apply when using the mobile app.

1. Launch Quicken and select the option to add a new Checking/Savings account.

2. In the search field provided, type in “North Shore Bank”. You will see multiple results returned. Be sure to select “North Shore Bank – WI” and select Continue.

3. You will now be prompted to log into Digital Banking, download a file of transactions, and place that file into the Quicken setup window. Perform these steps and select  Continue. Please note that you will need to export/download a .QFX/Web Connect file.

4. After the file has been downloaded, customize your Quicken settings for this account. When you’re satisfied, select Continue.

5. You can either add additional Checking/Savings accounts at this time, or complete setup, by selecting the appropriate action.

To import future transactions, locate the Accounts menu item and select Update All Online Accounts. This will provide you with a window detailing the last import date, along with other transaction details. Selecting the Update option next to the appropriate account will send you to northshorebank.com, where you can log into your Digital Banking account.

Message and data rates may apply when using the mobile app.

If you use QuickBooks Online (QuickBooks.com) to help you manage your personal or business finances, you can connect your Online Banking or Business Online Banking account(s) to these services through the following steps.

1. After logging into your QuickBooks.com account, select the appropriate action (add/connect account).
2. In the provided search field, enter "North Shore Bank" and press the search button.
3. Select the appropriate North Shore Bank online service that you wish to establish a connection with:
   • North Shore Bank (Online Banking)
4.  Begin the account linking process by providing your username and password for the appropriate Online Banking service that you are adding to your QuickBooks.com profile and select "Continue"/"Log In".
5. If prompted to answer a challenge question, please supply the appropriate answer and continue.
6. Within a few moments, your North Shore Bank Online Banking or Business Online Banking account will be linked to your QuickBooks.com profile.

To change your password in Digital Banking you'll need to do the following:

• Log into your account and select Settings
• Click on Profile and select Password
• Enter the unique 6-digit secure code from the verification alert sent to you via text message, email, or phone call
• Follow the on-screen instructions to create a new password

If you don't know your password, select Forgot Password and follow the remaining instructions.

You can update your email address within Digital Banking. After logging in, select Settings. Then choose Profile and then Email and Phone Number to change your email address.

NOTE: After you've updated your email address, please log in to eStatements immediately to complete the change.

Message and data rates may apply when using the mobile app.

Log in to Digital Banking and select an account. Transactions will automatically appear. Under Transaction Details, you can filter by Type, Date, or Show Advanced for specific dates. Complete the filter criteria and select Search. You can access up to 18 months of activity in Digital Banking. 
 
Message and data rates may apply when using the mobile app.

You can make a loan payment to a different financial institution by using Bill Pay within Digital Banking.

Message and data rates may apply when using the mobile app.

Stay up-to-date with your account with North Shore Bank Account Alerts. You can set up email notifications for your checking and savings account balances, plus find out when a check has cleared.

In Digital Banking:

• Navigate to Settings > Security and Alerts > Alerts.
• Use the Manage Alerts tab to choose and customize the alerts you want. You will also choose the accounts you would like the alert placed on and what email address or phone number you want them sent to.
• View a demo of Account Alerts.

Message and data rates may apply when using the mobile app.

View North Shore Bank's Digital Banking Terms and Conditions.

Within Digital Banking, you can view images of your cleared checks. Simply click the check icon in the transactions listing to view the front and back of your cleared checks.

You can also filter your transactions to only display those that contain checks, allowing you to get to the right information quickly.

* It may take 3 or 4 days after the check has cleared to be able to view its image online.

Message and data rates may apply when using the mobile app.

If your loan payment is with another financial institution, you can use Bill Pay to schedule one-time or recurring loan payments. Simply log into Digital Banking to get started.

If your loan is with North Shore Bank, you can schedule recurring transfers from your North Shore Bank deposit account to automatically make your loan payments.

Message and data rates may apply when using the mobile app.

Enrolling in eStatements - Online Banking (web-based)

1. After logging into Online Banking select your loan account.
2. Locate and click on the Online Statements link (to the right of your green account balance tile). This will launch a new eStatements window, and your settings can be accessed there, from the Account Access link.  
3. You will be given the option to select which accounts you would like to receive eStatements. 
4. Next, you will be asked to read and agree to terms and conditions and be asked to view a PDF to check the capability of your computer.
5. After reviewing the Term and Conditions and viewing the PDF you will be asked to enter a code that was viewed on the PDF and enter that into the space provided as well as check a box to accept the Term and Conditions.

Enrolling in eStatements – Mobile App

1. After logging into the Mobile App, navigate to the More menu, then select Statements & documents
2. You will be given the option to select which accounts you would like to receive eStatements. 
3. Next, you will be asked to read and agree to terms and conditions and be asked to view a PDF to check the capability of your device.
4. After reviewing the Term and Conditions and viewing the PDF you will be asked to enter a code that was viewed on the PDF and enter that into the space provided as well as check a box to accept the Term and Conditions.

 

You are now enrolled in eStatements.

We appreciate your business, but if you need or want to close your account, please visit a branch near you.

You can bring the account to a $0.01 balance, however penalties/fees may be issued. You can also call Customer Support at 877-672-2265 to assist in scheduling an appointment or discuss what your options might be.

Message and data rates may apply when using the mobile app.

You are not able to change your statement date.

When you are directed off of our website you will see at “3^rd Party” icon next to the linked copy. This is meant to let you know that you are leaving our site. When you are on our site we can assure that you are safe, however, we cannot guarantee the safety of other sites.

Yes, if you are enrolled in eStatements, you can download and print any statement found in your document list.
If you do not have eStatements, enroll today in Digital Banking. You’ll get

• Access to up to 18 months of checking and savings account statements
• Email notifications when a new statement is available
• The ability to download, save, or print your statements
• Reduced risk of sensitive information being compromised through mail theft
• Less paper clutter and no need to shred paper statements

eStatements are a secure, convenient way to manage your account records and stay organized.

Message and data rates may apply when using the mobile app.

If you have five unsuccessful login attempts, you will be locked out. Please contact Customer Support for assistance. You will be required to provide additional verification by phone.

For your account security, shared Usernames are not permitted. Please use the Digital Banking Enrollment Process to create a unique Username for each person. As a reminder, do not share the 4-digit secure code with anyone.

Bill Discovery helps you find and add eligible billers to Bill Pay quickly and easily. With your consent, Bill Discovery searches available biller information and identifies bills that may belong to you, reducing the time it takes to set up Bill Pay and helping avoid manual entry errors.

To get started, sign in to Digital Banking and access Bill Pay. Follow the prompts to provide consent and select Find My Bills. Once potential billers are identified, you can review and add them to your Bill Pay account. Some billers may require additional verification before they can be added.

After enrollment, Bill Discovery will continue searching for eligible billers and notify you when new bills are found.

Message and data rates may apply when using the mobile app.