How can I get a 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:
- Go to Settings (click on your name at the top left of the screen)
- Open Account & documents → Statements → 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)
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.