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Frequently Asked Questions

What is my account number?

Your 8 or 10-digit account number can be found on your paper statements, eStatements, on the bottom of your checks (the second set of numbers), or you can visit a neighborhood North Shore Bank office.

To find your account number on your monthly statement in the Mobile App, select an account from the home page, then select the “eye” icon to temporarily see the account number.

To find your account number on your monthly statement in Online Banking, select an account from the home page and then click Online Statements. Click View Statement to download a pdf of your most recent statement. The account number will be listed at the top and in the account summary at the end of the document.

FAQs

Effective January 1, 2018, pursuant to the Tax Cuts and Jobs Act (Pub. L. No. 115-97), a conversion from a Traditional IRA, SEP, or SIMPLE to a Roth IRA cannot be recharacterized. The law also prohibits recharacterizing amounts rolled over to a Roth IRA from other retirement plans, such as 401(k) or 403(b) plans.

A Roth IRA conversion made in 2017 may be recharacterized as a contribution to a traditional IRA if the recharacterization was made by October 15, 2018. A Roth IRA conversion made on or after January 1, 2018, cannot be recharacterized. For details, see “Recharacterizations” in IRS Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).

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