How to Get a Bank Statement

Your bank statement is one key to your financial well-being. Make sure you get it — and make sure you review it.

If you have a checking, savings or money market account, your bank should be sending you bank statements, either by mail or online. If you’re not receiving a regular bank statement, it’s important you do. Follow these steps to find out how to start getting your bank statement, then make sure you review your bank statement thoroughly.

  1. Gather your personal and account information: Your bank won’t give you access to your account without proof that you’re the account holder. Make sure you know your account number and have an acceptable form of personal identification like a driver’s license, U.S. military ID or current passport.
  2. Visit your local branch: Your teller can make changes to your deposit account, including designating where to mail your regular bank account statement. They might also be able to print your current or past statements for you while you wait.

Related: How to Read Your Bank Statement

Why You Need Online Banking Statements

Many banks offer the convenience of online banking, which includes the option to review your online bank statement or receive paperless statements via email. Online statements look and function like paper statements. You can use them for taxes and record keeping, plus you can view, print and download your statements from your computer at home.

Checking your account balance online is not only convenient, it’s good for the environment because you’re wasting less paper. Receiving paperless statements also reduces clutter because you don’t have to find a place to store them. And going paperless is more secure than receiving statements in the mail. Approximately 85 percent of identity theft cases start with stolen paper statements, bills or checks, according to Wells Fargo. Banking online eliminates the need to securely store or shred your financial documents.

How to Get Online Bank Statements at Bank of America

If you have a Bank of America checking account or personal credit card, you can enroll in its online banking program. You can view your paperless bank statements online or receive your Bank of America bank statement via email. Here’s how to set that up:

  1. Visit the Bank of America website, sign into online banking, select the “Accounts” tab.
  2. Select “Statements & Documents” and follow the instructions.

In most cases, your paperless settings will take effect after your next document cycle. Check with your branch to see when you’ll receive yours.

How to Get Online Bank Statements at Wells Fargo

Signing up for paperless statements at Wells Fargo is fast. Follow these steps:

  1. To enroll in online banking, visit Wells Fargo Online Enrollment on the bank’s website, enter your Social Security and account numbers, then click the “Continue” button and follow the instructions.
  2. If you’re already a Wells Fargo Online customer, log into your account and access “Manage Delivery Preferences” through the “More” menu. From there, you can select online statement delivery.

How to Get Online Bank Statements at Chase

To sign up for paperless Chase bank statement through the Chase mobile app, follow these steps:

  1. Log in to your account with your ID and password.
  2. Navigate to “My Settings.”
  3. Open the “Paperless” setting and select “Paperless.”
  4. Choose the accounts for which you want to receive paperless statements and click “OK.”

How to Get Online Bank Statements at Ally Bank

Follow these steps to set up your Ally Bank account for paperless statements:

  1. Log in to your Ally online banking account.
  2. Locate the “More” tab, then select “Profile” and “Settings.”
  3. Choose “Paperless Settings.”

Your new setting for your Ally Bank statement will take effect after your next statement cycle. In addition, Ally Bank will notify you by email when you have a new statement available.

Related: Best Online Bank of 2017 — Ally Bank

Editorial Note: This content is not provided or commissioned by the bank advertiser. Opinions expressed here are author’s alone, not those of the bank advertiser, and have not been reviewed, approved or otherwise endorsed by the bank advertiser. This site may be compensated through the bank advertiser Affiliate Program.