Bank Statements

The list below shows all the accounts you have linked for which statements are currently available. By clicking “I Agree” you are authorizing us to obtain the statements for the selected accounts. Note that we will obtain the last three months of statements initially and then the new statement each month when available until you revoke consent. We will store a maximum of 12 months statements in the system.

The initial set of statements will typically be available within 24 hours; the refresh button can be used to receive statements immediately.

I Disagree I Agree

You may choose to receive available statements from all linked accounts or only selected institution(s) accounts. To Opt-Out of statements for any specific institution, you may un-select the check the box for each institution and click “save”. By returning to this screen, you can update your opt-in or opt-out selections at any time. There are some institutions that only provide consolidated statements which include all accounts linked under a specific user ID, in those circumstances we will obtain that consolidated statement if individual account statements are not available

Note that the availability of statements is dependent on connectivity with the source site; please Click here or reference institution alerts to view or resolve any issues associated with the account(s).

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