If you need to review your transactions, send a statement to your accountant, or upload financial documents for a loan application, you can access and download Chase bank statements directly from the Chase mobile app. The process only takes a few steps, and you can access several years of statement history.
How to Find Chase Bank Statements in the App
To access your Chase bank statements, start by opening the Chase mobile app and selecting the account you want to review.
From the main screen, tap the account you need. This will open the account details page, where you can see your current balance along with options such as Pay, Transfer, and More.
Scroll down past the action buttons and the account management section until you find the transaction area. Here, you can review your recent account activity, including purchases, deposits, withdrawals, and transfers.
How to Access Chase Bank Statements
Once you’re on the account details page, look for the option labeled “Statements.” Tap it to open the Statements and Documents section.
This section contains several categories:
- Statements
- Tax documents
- ATM and branch receipts
- Notices and letters
- Branch documents
For regular monthly Chase bank statements, select “Statements.” Tax documents, such as 1099 forms, are stored separately, while the other categories contain receipts, official correspondence, and documents associated with branch visits.
How to Download Chase Bank Statements
After selecting “Statements,” you’ll be taken to the statements page. Chase indicates that online statements are generally available three to five business days after the end of a statement cycle.
Your statements are organized by year, with the current year typically expanded so you can see the available monthly statements.
To download Chase bank statements, simply tap the statement you want to view. The statement will open as a PDF, which you can read, download, or share directly from the app.
For example, you can save the PDF to your device, send it to your accountant, or upload it when applying for a loan or another financial service.
How to View Older Chase Bank Statements
If you need an older statement, you don’t have to scroll through every month individually. On the Statements page, select the year you’re looking for to expand it and display the available statements.
Chase provides online statement history for up to seven years. This means you can access statements from previous years directly through the app, depending on your account history.
If you need a statement that is more than seven years old, it won’t be available through the app. In that situation, you’ll need to contact Chase and request the older document.
Chase Bank Statements and Tax Documents
It’s important to distinguish regular statements from tax documents. Your monthly Chase bank statements are found under the “Statements” category, while documents such as Form 1099 are available under “Tax documents.”
Tax documents for the previous year are generally posted by mid-February. Therefore, if you’re looking for a previous year’s 1099 in January, it may not be available yet.
What If Your Account Isn’t Showing?
If an account you expect to see isn’t listed among your Chase bank statements, it may be hidden from view.
Chase provides a “Show or hide accounts” option within the app’s settings. Check this setting if you’re unable to find the account or its documents.
Final Thoughts
Downloading Chase bank statements is straightforward through the Chase mobile app. After selecting your account, open the Statements section, choose the year and month you need, and open the statement as a PDF. From there, you can view, download, or share the document.
With up to seven years of online statement history available, the app makes it convenient to find both recent and older Chase bank statements without having to contact the bank for every document.
