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.

With your account statement, you can:

View all details of your settled transactions and the corresponding balances for the chosen period.
Access unlimited transaction history, even as far back as when the account was opened.
See all transaction dates reported in Coordinated Universal Time (UTC).\
Download your statement in PDF or CSV format.

Account statement does not include transactions that are in pending

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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:

Step 1: Navigate to the Account Overview

Go to Accounts from the left-hand navigation menu.
In your Corporate Accounts section, click the three-dot menu (ellipsis) next to the account for which you want details.
Select Account overview. This will take you to a dedicated page for that specific account.

Step 2: Access the Statement Tab

On the Account Overview page, navigate to and select the Statement tab.
Select your date range to configure your desired statement period by choosing a Start date and an End date.

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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.

Select the Format you want to download your account statement in.
Click "Download Statement. . Your statement will then be generated and downloaded to your device.

For other reporting requirements, including custom reports beyond the standard statement functionality, please contact your Client Account Specialist to discuss your specific needs.