How do I run account and card statements?

Stephanie Boukhari
2026-03-31T14:45:19Z

Step 1

Sign into your account and select STATEMENTS from the left-hand menu.

Step 2

Use the dropdown to select your operating account, or a particular card - whichever you want to run a statement for.

Step 3

Enter your required date range - you can view account and card statements over as long a period as required, or export up to 3 months at a time.

Step 4

Click “XLSX” for an editable statement. Select whether to include all account and card activity, or only activity relating to the card or account you selected.

Step 5

Click "PDF" to export professional statements, and choose whether or not to include receipts and labels. Your report will download in your browser.