Bank Statements

Retrieve a PDF copy of a user's bank statement (beta coming soon)

Bank Statements allows you to retrieve a PDF copy of an end user's statement. The Bank Statements product simplifies the process of collecting documents for loan verification purposes or rental application review purposes, among others.

Bank Statements is currently in development, with an initial beta release scheduled for Q2 2023. To join the waitlist for the Bank Statements beta, complete the Bank Statements beta waitlist form.

The end user experience for sharing bank statements.
The end user experience for sharing bank statements.

Plaid provides the following endpoints to access statement information:

  • /statements/list: Retrieve the download URLs for the available bank statement PDFs utilizing the access token.
  • /statements/download/: Download a single bank statement in PDF format.
Sample bank statement retrieved with the Bank Statements product.
Sample bank statement retrieved with the Bank Statements product.