How to export bank statements (major banks)
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Clean PDF exports (not photos) speed up reviews and reduce back-and-forth. Include the last 3–4 full months for the operating account where deposits land.
RBC (Canada)
- Accounts → Statements/Documents → select account
- Choose month → Download PDF
- Repeat for the last 3–4 months
TD (Canada)
- My Accounts → Statements & Documents
- Select account and month → Download PDF
Chase (US)
- Accounts → Statements
- Pick statement month → Download
Bank of America (US)
- Accounts → Statements & Documents
- Select month → Download PDF
Tips
- Ensure PDFs show account name/number, date ranges, and all pages.
- Avoid screenshots or photos; if mobile-only, export to PDF from the app if available.
- Name files clearly: YYYY-MM-bankname-account.pdf