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How do I get my monthly statement?

Your monthly statement provides a complete transaction summary, with each selected currency account on a separate page. Here’s how to find it:

  1. Go to Settings (click on your name at the top left of the screen)
  2. Open Account & documentsStatementsMonthly statement
  3. Select currency accounts
  4. Choose dates and file type (PDF or CSV)
  5. Download to get a file or share the statement via email (we highly recommend to protect your document with password)

Here’s more information on other types of statements.

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