Historical Statements

Forgetfull
New Community Member

Can a statement that is six or seven years old be gotten?

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1 ACCEPTED SOLUTION

Accepted Solutions
Solved

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Forgetfull 

 

Up to 7 years:

 

(Personal accts) 

 

Activity > Statements > Custom > Activity Download

Select Transaction type, date range, customize report fields, and report format.

 

 

(Business accts) 

 

Report > Activity Download

Select Transaction type, date range, customize report fields, and report format.


Kudos & Solved are greatly appreciated. 🙂

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2 REPLIES 2
Solved

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Forgetfull 

 

Up to 7 years:

 

(Personal accts) 

 

Activity > Statements > Custom > Activity Download

Select Transaction type, date range, customize report fields, and report format.

 

 

(Business accts) 

 

Report > Activity Download

Select Transaction type, date range, customize report fields, and report format.


Kudos & Solved are greatly appreciated. 🙂
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raramouse
Contributor
Contributor
is this method through website or app?
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