Statements

API reference for Statements endpoints and webhooks

Statements is currently in beta. To request access, contact Support or your Plaid Account Manager.

Endpoints
/statements/listGet download URLs for available bank statement PDFs
/statements/downloadDownload a single bank statement

/statements/list

Retrieve a list of all statements associated with the provided item.

The /statements/list endpoint retrieves a list of all statements associated with the provided item.

statements/list

Request fields and example

access_token
requiredstring
The access token associated with the Item data is being requested for.
client_id
string
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
secret
string
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
1Sample code coming soon!
statements/list

Response fields and example

accounts
[object]
account_id
string
Plaid's unique identifier for the account.
account_name
string
The name of the account, either assigned by the user or by the financial institution itself.
account_type
string
The type of account. Possible values are investment, credit, depository, loan, brokerage, other.
statements
[object]
The list of statements' metadata associated with this account.
statement_id
string
Plaid's unique identifier for the statement.
month
integer
Month of the year. Possible values: 1 through 12 (January through December).
year
integer
The year of statement.

Minimum: 2010
institution_id
string
The Plaid Institution ID associated with the Item.
institution_name
string
The name of the institution associated with the Item.
item_id
string
The Plaid Item ID. The item_id is always unique; linking the same account at the same institution twice will result in two Items with different item_id values. Like all Plaid identifiers, the item_id is case-sensitive.
request_id
string
A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.
1{
2  "item_id": "eVBnVMp7zdTJLkRNr33Rs6zr7KNJqBFL9DrE6",
3  "institution_id": "ins_3",
4  "institution_name": "Chase",
5  "accounts": [
6    {
7      "account_id": "3gE5gnRzNyfXpBK5wEEKcymJ5albGVUqg77gr",
8      "account_name": "Plaid Saving",
9      "account_type": "depository",
10      "statements": [
11        {
12          "statement_id": "vzeNDwK7KQIm4yEog683uElbp9GRLEFXGK98D",
13          "month": 5,
14          "year": 2023
15        }
16      ]
17    }
18  ],
19  "request_id": "eYupqX1mZkEuQRx"
20}

/statements/download

Retrieve a single statement.

The /statements/download endpoint retrieves a single statement PDF in binary format. The response will contain a Plaid-Content-Hash header containing a SHA 256 checksum of the statement. This can be used to verify that the file being sent by Plaid is the same file that was downloaded to your system.

statements/download

Request fields and example

access_token
requiredstring
The access token associated with the Item data is being requested for.
client_id
string
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
secret
string
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
statement_id
requiredstring
Plaid's unique identifier for the statements.
1Sample code coming soon!
Response

This endpoint returns a single statement, exactly as provided by the financial institution, in the form of binary PDF data.