Outcome99
Bank Statement Guide
Where's your business located?
We'll show you the exact steps for your bank.
Bank Statement Guide
Which bank do you use?
Pick the one that matches your business account.
RBC
Log in
Log in to RBC Online Banking or the RBC Mobile app.
RBC
Find your statements
Go to Account Documents. Select the account, then the statement period.
RBC
Download 6 months
Download each of the last 6 monthly statements as a PDF. Repeat for each month.
RBC
Get transaction history
Go to Transaction History (or Account Activity). Pick your date range, then Download → CSV.
RBC
Send it to us
Save both files, then share or upload them to your Outcome99 application.
TD Canada Trust
Log in
Log in to TD EasyWeb or the TD app.
TD Canada Trust
Find your statements
Select your account, then click Statements and Documents.
TD Canada Trust
Download 6 months
Choose each of the last 6 statements and click Download PDF. Repeat for each month.
TD Canada Trust
Get transaction history
On the Accounts tab, select your account, then the Statements tab for older activity.
TD Canada Trust
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Scotiabank
Log in
Log in to Scotiabank online banking or the Scotia mobile app.
Scotiabank
Find your statements
Go to Communications Centre, then Documents.
Scotiabank
Download 6 months
Select each of the last 6 monthly statements and download or print to PDF. Repeat for each month.
Scotiabank
Get transaction history
Go to Account Details, then Transaction History.
Scotiabank
Send it to us
Save both files, then share or upload them to your Outcome99 application.
BMO
Log in
Log in to BMO online banking or the BMO app.
BMO
Find your statements
Select My Accounts, then your account, then Download Account Details.
BMO
Download 6 months
Select each of the last 6 months and download as PDF. Repeat for each month.
BMO
Get transaction history
Above the Transactions table, click Download. Pick your date range and choose CSV.
BMO
Send it to us
Save both files, then share or upload them to your Outcome99 application.
CIBC
Log in
Log in to CIBC Online Banking or the CIBC app.
CIBC
Find your statements
Select eStatements or My Documents from the menu.
CIBC
Download 6 months
Select your account, then each of the last 6 months. Repeat for each month.
CIBC
Get transaction history
From More, select Download Transactions. Pick your account, date range, and format.
CIBC
Send it to us
Save both files, then share or upload them to your Outcome99 application.
National Bank
Log in
Log in to the National Bank app or online banking.
National Bank
Find your statements
Select your account, then More, then Documents and statements.
National Bank
Download 6 months
Select the last 6 months and download each statement. Repeat for each month.
National Bank
Get transaction history
Under Documents and statements, view or export your recent transactions.
National Bank
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Chase
Log in
Log in to Chase online banking or the Chase Mobile app.
Chase
Find your statements
Select Statements & documents from your account page.
Chase
Download 6 months
Select each of the last 6 statements and download as PDF. Repeat for each month.
Chase
Get transaction history
On your account page, click More, then Download account activity. Pick your dates and CSV.
Chase
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Bank of America
Log in
Log in to Bank of America online banking or the mobile app.
Bank of America
Find your statements
Under Accounts, select Statements & Documents.
Bank of America
Download 6 months
Select each of the last 6 statements and click Download. Repeat for each month.
Bank of America
Get transaction history
Open the Activity tab on your account, then click Download above the transaction list.
Bank of America
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Wells Fargo
Log in
Log in to Wells Fargo Online or the mobile app.
Wells Fargo
Find your statements
Select your account, then Statements.
Wells Fargo
Download 6 months
Select each of the last 6 statements and download as PDF. Repeat for each month.
Wells Fargo
Get transaction history
On Account Activity, select your date range, then download as PDF or CSV.
Wells Fargo
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Citibank
Log in
Log in to Citibank online banking or the Citi Mobile app.
Citibank
Find your statements
Select your account, then Account Services, then Statements.
Citibank
Download 6 months
Select each of the last 6 months and download as PDF. Repeat for each month.
Citibank
Get transaction history
Under Your Activity, set a custom date range, click the download icon, and choose CSV.
Citibank
Send it to us
Save both files, then share or upload them to your Outcome99 application.
US Bank
Log in
Log in at usbank.com — transaction downloads aren't available in the app.
US Bank
Find your statements
Select Accounts, then choose the document type you want to view.
US Bank
Download 6 months
Select each of the last 6 statements and download as PDF. Repeat for each month.
US Bank
Get transaction history
On the Transactions tile, click the download icon. Choose your date range and format.
US Bank
Send it to us
Save both files, then share or upload them to your Outcome99 application.
Capital One
Log in
Log in to Capital One online banking or the mobile app.
Capital One
Find your statements
Select View Account, then View Statements.
Capital One
Download 6 months
Select each of the last 6 statements and download as PDF. Repeat for each month.
Capital One
Get transaction history
Under More Account Services, select Download transactions. Choose your dates and format.
Capital One
Send it to us
Save both files, then share or upload them to your Outcome99 application.
My bank isn't listed
Log in
Log in to your bank's website or mobile app.
My bank isn't listed
Find your statements
Look for a menu called Statements, Documents, or eStatements.
My bank isn't listed
Download 6 months
Download each of the last 6 monthly statements as a PDF. Repeat for each month.
My bank isn't listed
Get transaction history
Look for Transaction History, Account Activity, or Download Transactions. Export as CSV or PDF.
My bank isn't listed
Send it to us
Save both files, then share or upload them to your Outcome99 application.
You're all set.
You've got 6 months of statements and your latest transaction history ready to go.