How to download bank statements from online banking

Where banks keep PDF statements

Almost every bank puts PDF statements in the same place: sign in, open the account, then find a Statements area. The label changes; the steps don’t.

1. Sign in to online banking on a computer. Apps often show fewer options.
2. Open the account you need.
3. Look for Statements, Statements & documents, eStatements, Documents or Relevés (France).
4. Choose the year and month.
5. Download or save the PDF. Repeat for each month.

What the menu is usually called at large banks:

Bank	Where statements usually are	Bank guide
Chase	Statements & documents, from the account	Chase
Bank of America	Statements & Documents	Bank of America
Wells Fargo	Statements & Documents	Wells Fargo
Capital One	Statements, from the account	Capital One
Citi	Statements, in Citi Online	Citi
Barclays	Statements, or Statements and documents	Barclays
HSBC UK	Statements, in online banking	HSBC UK
Lloyds	Statements, from the account	Lloyds
NatWest	Statements, in online banking	NatWest
CommBank	Statements, under View accounts in NetBank	CommBank
ANZ	View statements	ANZ
Westpac	Statements, in online banking	Westpac
NAB	Statements, in Internet Banking	NAB
RBC	eStatements	RBC
TD Canada Trust	Statements, in EasyWeb	TD Canada Trust
BNP Paribas	Relevés, in e-documents	BNP Paribas
HDFC Bank	Account statement, in NetBanking	HDFC Bank
SBI	Account statement, in OnlineSBI or YONO	SBI

Menus move when banks redesign their sites, so use these as a guide to what to look for. Each bank page has the full steps and that bank’s quirks. For other banks, start from your country: United States, United Kingdom, Australia, Canada, France, Mexico or India.

How far back statements go

PDF statements usually go back years; the CSV export usually goes back months. Plan around the PDFs if you need more than the last few months.

What you need	Typical availability	Where it comes from
Last few weeks or months	CSV, Excel, OFX or QFX export	Account activity or export screen
Last 1 to 7 years	PDF statements	Statements area
Older than online banking shows	Paper or PDF copies on request	Branch, phone or secure message

Some examples from our bank pages: TD Canada Trust shows up to 7 years of statements in EasyWeb, NAB up to 7 years in Internet Banking but about 2 in the app, and French banks such as Crédit Agricole often keep relevés for up to 10 years. ANZ’s export reaches back about two years, which is long for an export. When an account closes, access to its statements may end too, so download them before closing it.

CSV export vs PDF statement

The export and the statement are different things. The export is a data file of recent activity; the statement is the official monthly record.

	CSV or Excel export	PDF statement
Covers	Recent activity, a limited window	Every month, often for years
Opening and closing balance	Usually missing	Always printed
Running balance per row	Sometimes	Usually
Accepted as proof (loans, visas, tax)	Rarely	Yes
Works in Excel or accounting software	Yes, directly	After conversion
Pending transactions	Sometimes included	Never; posted items only

So: use the export for recent months if your bank offers it. Use PDFs for older months, closed accounts and anything a lender or accountant asked for. To turn PDFs into rows, convert them to Excel, CSV or Google Sheets. The formats guide explains PDF, CSV and OFX in more detail.

Password-protected statement PDFs

Some banks lock statement PDFs with a password. It is common for statements sent by email, especially in India.

• The email explains the format. Typical formats combine letters of your name, your date of birth, a customer ID or digits of your mobile number. The SBI page gives one example.
• Downloaded PDFs are often unlocked. A statement you download after signing in is usually not password-protected, even if the emailed one is.
• Converting a locked PDF. BankConv asks for the password during upload. It is used once to open the file and never stored.

Don’t print a locked PDF to a new PDF to remove the password. That can turn text into an image and make conversion harder.

Download checklist for a full year

Use this when an accountant, lender or tax return needs 12 months.

1. Sign in on a computer and open Statements.
2. Download each monthly PDF and name it bank-account-YYYY-MM.pdf.
3. Check the dates: each statement’s closing balance should equal the next statement’s opening balance. A gap means a missing month.
4. Check that each PDF opens and shows every page.
5. Convert them in batches; BankConv takes up to 10 PDFs at a time.
6. If you need one table, follow how to combine bank statements in Excel.

BankConv never connects to your bank and never asks for banking passwords. You download the PDF yourself, and uploads are deleted after 24 hours. See security.