How to Download Bank Statements Online (Step‑by‑Step Guide)

Accessing your bank statements online is quick, secure, and often required for legal, tax, loan, or financial planning purposes. Below is a clear, step‑by‑step guide on how to download bank statements from several major banks/credit unions.

Before You Begin

Make sure you have:

• Your online banking username and password

• Access to your email or phone for verification codes

• A computer or mobile device (desktop is often easier for downloading PDFs)

Most banks allow you to download statements in PDF format, which is preferred for legal and financial use.

Bank of America

Steps:

1. Go to www.bankofamerica.com and sign in.

2. Select the Accounts tab.

3. Click on the account you need statements for.

4. Choose Statements & Documents.

5. Select the statement month and year.

6. Click Download or View PDF.

7. Save the file to your device.

Tip: Bank of America typically keeps up to 7 years of statements available online.

Chase Bank

Steps:

1. Go to www.chase.com and sign in.

2. Click on the account you need.

3. Select Statements & Documents.

4. Choose Statements.

5. Select the desired month.

6. Click Download or PDF.

7. Save the file.

Tip: Chase generally provides up to 7 years of statement history for most accounts.

Citi Bank

1. Go to www.citi.com and sign in.

2. Select your account.

3. Click Statements.

4. Choose the month.

5. Click Download PDF and save it.

Navy Federal Credit Union

Steps:

1. Visit www.navyfederal.org and log in.

2. Select the desired account.

3. Click Statements or Account Statements.

4. Choose the statement period.

5. Select Download PDF.

6. Save the statement to your device.

Tip: Navy Federal may require you to enable eStatements if you have not already done so.

U.S. Bank

Steps:

1. Visit www.usbank.com and sign in.

2. Select the account.

3. Click Statements or Documents.

4. Choose the statement period.

5. Select View PDF or Download.

6. Save the file.

Tip: U.S. Bank usually provides up to 7 years of statements, depending on account type.

Wells Fargo

Steps:

1. Log in at www.wellsfargo.com.

2. Choose the account.

3. Click Statements & Documents.

4. Select Statements.

5. Choose the statement date.

6. Click Download PDF.

7. Save the document.

Tip: If you do not see older statements, check whether Online Statements are enabled for the account.

Common Issues & Solutions

• Can’t find older statements: Some banks limit online access. You may need to request copies by phone or in‑branch.

• PDF won’t open: Ensure you have a PDF reader installed (Adobe Reader, Preview, etc.).

• Account closed: Contact customer service—many banks can still provide archived statements.

  
  

Best Practices

• Always download statements as PDFs, not screenshots

• Rename files clearly (example: Your Name_Chase_Checking_Jan_2024.pdf)

• Store copies securely in a password‑protected folder or encrypted cloud storage

Final Notes

Online bank statements are legally accepted for most purposes, including bankruptcy filings, loan applications, tax preparation, and financial reviews. If statements are being requested by an attorney, accountant, or lender, always confirm the exact date range and account types needed.

If you need help gathering statements for legal or financial purposes, consider contacting your bank directly or contacting our office for a appointment with our staff who can guide you through the process.