How to Download Account Statement

Account statements provide a detailed overview of all transactions and balances for your Corporate Accounts or Digital Asset Vaults over a specific period. These documents are crucial for your record-keeping, reconciliation, and auditing processes.

What Account Statements Include

Your account statement provides:

  • All settled transaction details and corresponding balances for your chosen period
  • Unlimited transaction history, dating back to when the account was opened
  • Transaction dates reported in Coordinated Universal Time (UTC)
  • Download options in PDF or CSV format
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Transactions that are in pending status are not included in your account statement.

How to Download Your Account Statement

To download a statement for any of your Corporate Accounts, follow these steps:

  1. Navigate to Accounts from the left-hand navigation menu.
  2. Go to your account type (Corporate/eCommerce/Receivables) and select the account you want to download your statement.
  3. On that selected account, click the three-dot menu (⋯) → Account overview. This will take you to a dedicated page for that specific account.
  4. On the Account Overview page, click the Statement tab.
  5. Configure your statement settings:
    1. Date range: Select your start date and end date for the statement period
    2. Format: Choose PDF or CSV format for download
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Each statement generated can only contain a maximum of 31 days of data (with no minimum number of days). You will need to generate multiple statements for periods longer than 31 days.

  1. Click Download Statement to generate your file.

Need Custom Reports?

For reporting requirements beyond standard statement functionality, contact your Client Account Specialist to discuss your specific needs.