A Complete Tutorial: How to Download Bank Statement in PDF?

Managing your finances significantly depends on accessing your bank statements. A PDF bank statement is a secure and universally accepted document that maintains the original format of your transactions. Unlike printed copies, digital statements are easy to share and access anytime. Additionally, downloading statements in PDF can make a more organized financial record-keeping system. Therefore, read this article till the end to learn how to download bank statements in PDF format. Meanwhile, we will also introduce you a PDF management tool - UPDF, which can edit, redact, and create a PDF bank statement - you can simply download it for a free trial.

Part 1. How to Download Bank Statement in PDF?

The process of downloading a bank statement in PDF format differs from one bank to another, as each financial institution has its online banking system. In this section, we will outline the steps to download bank statements from major banks in the United States and Canada:

1. Downloading Bank Statement in PDF from TD Bank

The first bank on our list is TD Bank, a convenient bank in North America that offers extensive online banking. Besides its firm digital banking services, TD Bank serves millions of customers across the personal, commercial, and investment banking sectors. It offers personal and business banking, including checking accounts, credit cards, loans, and mortgages. Follow the guide below to learn how to download bank statements in PDF format:

Step 1. Firstly, open the TD Bank's website and click the "Login" button to enter your online account.

Step 2. When your deposit details appear on the next page, select the right bank account to proceed.

Step 3. From the next page, select the "Export" button, and a new window will open. In that window, use the "File Type" drop-down menu to save the bank statement in PDF.

Also Read: How to Edit a Bank Statement >>

2. Downloading a PDF Bank Statement from the Chase Bank

Chase is an American banking system that has consumer and commercial banking sectors for the broader public. They provide convenient online banking and a mobile app for managing accounts and depositing checks. It has a good reputation and is known for its strong digital banking capabilities and rewards programs. Follow the steps below and learn how to download bank statements in PDF from Chase Bank:

Step 1. First, open the mobile application for Chase Bank and access the "Statements & Documents" tab from the top.

Step 2. Next, select the "Statements" tab to be directed to the next interface.

Step 3. From this window, select the bank account for which you need to see the bank statement.

Step 4. When the bank statements for each month are displayed, tap the desired month and select the "Open as PDF" option to continue.

Step 5. Finally, read the statement details and use the "Export" button at the bottom left corner to save the statement as PDF.

If you need to present your bank statement as transaction proof, you can use UPDF's redaction feature to hide your sensitive information. Download UPDF for a free trial now!

3. PDF Bank Statement Downloading from the Bank of America

The next bank on the list is a popular bank in the US that offers investment and financial services. It is originally from North Carolina and has 3,800 branches with over 15,000 ATMs in the US. Furthermore, it offers a variety of rewards credit cards, including the Bank of America Customized Cash Rewards and Travel Rewards cards. The following instructions include how to download Bank of America statements in PDF:

Step 1. First, open the mobile app for the Bank of America and use its homepage to enter the "Menu" tab from the top left.

Step 2. From the next menu, enter the "Statements and Documents" tab to see the list of months in the next interface.

Step 3. Here, select the month that you need to download the statement for and using the next window, download it as PDF.

4. Saving a Bank Statement as a PDF from HSBC

This bank was founded in 1856 and now operates in over 60 countries. It provides services in many countries, along with North America. They focus on international banking, making it ideal for expats, travelers, and businesses with global financial needs. Follow the instructions below to learn how to download bank statements in PDF from HSBC:

Step 1. Upon accessing the online banking website of HSBC, access the "View Statements" tab from the "Quick Links" menu.

Step 2. When the statements appear on the next page, select the desired month and statement, and your file will be downloaded as PDF.

5. Download a PDF Bank Statement from Citigroup (Citi) Bank

The last bank on our list is a consumer banking division and one of the largest and most globally recognized banks. It is known for its good international banking services and convenient digital banking solutions. Furthermore, Citibank offers global currency accounts for easy cross-border money transfers. Follow the steps below to learn how to download bank statements in PDF format from Citibank:

Step 1. Start by launching the Citibank app on your smartphone and logging in with the provided credentials.

Step 2. From the top-left corner, hover the mouse over "Accounts" and select the desired bank to continue.

Step 3. Here, select the month that you need to download the statement for and using the next window, download it as PDF.

Part 2. Bonus Tips

1. How to open/view the downloaded PDF bank statement on iPhone/iPad or computers?

Once you have learned how to download bank statements in PDF, you can use UPDF to open them. Refer to the following features to learn about the relevant utilities of UPDF:

• Edit PDF Bank Statment: Need to highlight key transactions or add notes? UPDF allows you to edit text, add comments, and annotate your bank statement with ease.
• Redact Sensitive Information: Hide personal details before sharing by using the redaction tool to permanently black out confidential data.
• Convert to Other Formats: If you need your statement in Excel for financial analysis, UPDF can quickly convert PDFs into editable formats.

2. How can I redact a PDF bank statement?

The redaction feature at UPDF allows you to hide confidential information by redacting specific text from your PDF. If needed, you can also hide the entire page of your statement. When facing issues in locating sensitive text, use the Find Text and Redact option to search for the keyword to hide it.

Conclusion

Wrapping up, this article focused on how to download bank statements in PDF from various famous American and Canadian banks. After a detailed overview, we explored numerous relevant features of UPDF that help you protect, edit, and share a bank statement safely. Hence, you can download UPDF on your device for easy processing of a confidential bank statement.