Gather the statements. Know what is missing.

1. Make an account list

Keep a list of checking, savings and credit-card accounts relevant to the financial question, including closed accounts and accounts with little activity. For each one, note:

• The institution, account type and last four digits, so you can distinguish accounts.
• The start and end dates requested for preparation.
• The statement cycles you have and any you still need to request.

Use the coverage dates printed on the statements. A statement cycle can cross two calendar months. Keep this list for the later document handoff; do not paste account details into the inquiry form.

2. Download complete original statements

1. You sign in to your bank yourself. Use the bank's own website or app.
2. Find the account's statements or documents area. Choose each requested statement cycle.
3. Save the original statement PDF, including every page. Keep the downloaded file unchanged and open it to check that the account, dates and pages are the ones you intended.
4. Repeat for each account and cycle. A descriptive filename or folder can help you match each file to your account list.

An activity spreadsheet or screenshot does not replace the statement's printed coverage dates and balances. Keep an activity export as a supplement if you already have one.

Extraction depends on the statement layout and readable text. Image-only scans, photographs and ordinary bank activity CSVs do not automatically become transaction rows. Tell us what you have so we can confirm scope before preparation.

Official bank instructions

Public bank documentation checked November 8, 2026. Menu labels and availability can vary by account and device. These links explain how to obtain records; they do not establish support for every bank's statement layout.

Bank of America

In Online Banking, look under Accounts for Statements & Documents and save the statement PDF. For older copies, the documented route is Statements & Documents → Request statements. If a cycle is unavailable, ask the bank for a copy. See the official Bank of America statement FAQs, including the questions about downloading and requesting copies.

Chase

On chase.com, open the main menu and choose Statements & documents. Select the year and account, then use the statement's Open or Save icon. In the mobile app, look under Profile & Settings → Statements & documents in Document manager, then choose Statements, the account, year and PDF. See Chase's official previous-statement instructions.

Wells Fargo

Sign in to view statements in Statements & Documents. Open one statement at a time and save the PDF from your browser or viewer. Check Downloads if it saves automatically. Availability varies by product; ask the bank for copies you cannot find. See the official Wells Fargo statement FAQs.

Another institution or a different screen?

Use the general download steps above and the bank's official help. Ask the bank about older or closed-account records and accessible copies if needed. We have not verified menu-by-menu instructions for other institutions.

3. Note missing or incomplete periods

Compare the statement dates against your account list. Check the beginning and end of the requested range as well as the periods between files. If a file contains only part of a cycle, note which dates it actually covers.

An uncovered period shows where a record is needed; it does not explain why it is absent. Request the missing cycle from the bank, or tell us if a statement was not issued. We compare the received records with the requested dates and identify periods needing follow-up.

4. Arrange delivery after you choose to proceed

Ask us for the agreed submission method before sending sensitive records. We then prepare recognized transactions, review extraction issues and provide organized data with a missing-record list.

• You provide: the account and date list, complete original statements and notes about records you could not obtain.
• We prepare: organized transaction data with source references and a list of uncovered periods to follow up on.
• You keep: the prepared export, whether or not you choose further tracing. See a sample of the organized data.

We do not sign in to your bank or retrieve statements automatically. The illustrated examples on our service page explain the preparation deliverables. Customer software access is not yet available. We confirm what access includes and its availability before you pay.

Read about document handling and privacy. The inquiry form has no document upload and does not start work.