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How to get a monthly statement?

Monthly statement provides a completed transactions summary for each selected currency account in separate pages.

  • Go to Settings (click on your name at the top left of the screen)
  • Open Statements page
  • Choose Monthly statement
  • Select currency accounts
  • Choose dates and file type (PDF or CSV)
  • Download to get a file or share the statement via email (we highly recommend to protect your document with password)

For other types of statements find help here.

If you are unable to get statement, feel free to raise a support request here.

Note: you need permissions to add, remove and manage accounts to download statements. Ask your account owner or admin to grant you access.