How to download a bank statement

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Apr 19, 2024

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Here’s a simple guide on how to download your bank statement online in just a few steps:

Log in to your bank's platform.
Select your account.
Navigate to "Statements" or "Account Services."
Choose the statement period (1/3/6 months).
Download as a PDF.

Step by step to download a bank statement

Troubleshooting Common Issues

Sometimes things don't go smoothly. Below are some common issues and their solutions.

Can't Find the Download Option

If you can't see where to download your statement, try these methods:

Look Elsewhere: The Download button might be under "Transaction History" or "E-Statements." You can also find it in the archived data section.
Use the Website: If your bank’s app isn't working, try using your bank's website.
Ask for Help: If neither of the above methods is helpful, contact your bank's customer service and ask them to guide you.

Download Errors

In case the download feature isn't working, try these fixes:

Check the Internet Connection: Make sure your internet is working well. If not, try fixing it.
Use a Different Browser: Banking apps work differently across browsers, so if one browser doesn't work, try another one.
Switch Devices: If the statement downloads but does not work on your device, try using a different computer.

These tips will help you sort out any download issues. Once you’ve downloaded your statement, you can import it into Excel to analyze your finances more easily.

Security Tips When Downloading Bank Statements

Your banking information is the most sensitive data, so security is crucial.

Here's how to stay secure when downloading bank statements:

Use a Secure Connection: Avoid public Wi-Fi connections, as they're not a secure channel for personal banking tasks.
Log Out After Downloading: Remember to log out of your bank account once you've downloaded your statement. This will help to keep your account secure.
Keep Statements Safe: Store your downloaded statements in a secure place. If you save them on your computer, ensure they are password-protected, especially if you plan to send them by email, where additional precautions are essential.
Verify statements: In some special cases, you may need to verify a bank statement to ensure it is genuine and free from alterations.

Download the Bank Statement from The Mobile App

If your bank has an app, you can also download your bank statement as a PDF to your phone. Here are the steps to download a statement using your phone:

Open your app and log in to your account.
Select the account from which you would like to download the statement.
Click the download button to obtain the bank statement.

Need to download a statement from your investment account? Here’s a guide on how to download a brokerage statement that walks you through the process.

Alternative Ways to Access Your Bank Statement: Using an ATM

If you don't have a laptop, you may use an ATM. Many banks offer this option, which can be a quick way to get a recent transaction summary.

To do this, insert your card at an ATM, enter your PIN, and look for an option like "Print Statement".

These ATM statements usually cover only recent transactions and might not be as detailed as complete online statements, but they are still pretty helpful in many situations.

FAQs