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How do I get my monthly statements or transaction list?
How do I get my monthly statements or transaction list?

You can access your statements and transaction list in both the app and on the web. Check out how below.

Brandon avatar
Written by Brandon
Updated over a week ago

Monthly account statements are generated on the 4th of every month at 4 pm EST. You can access your statements in both the app and on the web.

Finding your account statements in-app

  1. Log in to your NorthOne Account on the mobile app

  2. Click Menu at the top left

  3. Click Manage Bank Account

  4. Click Account Statements

Here you’ll find a list of all monthly statements available to you since your account opened. To view a monthly statement further, click the month you would like to view. The statement will load for you on the next page, or you have the option to download the statement using the download icon on the top right corner.

Finding your account statements on the web

  1. Log into your NorthOne Account online

  2. Click Settings at the top

  3. Click Account Statements on the left side

  4. Choose the monthly statement you want to view and click the download button on the right side


How to Download a Transaction List:

You can also export a custom list of your transactions at any time of the year or month. A list of your transactions can be downloaded on web or in-app. A customized list of transactions based on your search criteria can only be downloaded in-app.

To export transactions on the web

  1. Log into your NorthOne Account online

  2. Click Export on the right side of the search bar

  3. Select the timeframe and file type

  4. Click Download

To export transactions in-app

  1. Click the magnifying glass icon in the top right corner

  2. Search for transactions or select your filter options

  3. Click Show me the results!

  4. Click on the download button to the right of the search bar

NOTE: If you previously had a NorthOne Account and it is now closed, you will be unable to retrieve prior statements or transactions in-app or on the web. Contact [email protected] from your corresponding email of your Account and we can gather those statements as requested.

NorthOne is a financial technology company, and not a bank. Banking services are provided by The Bancorp Bank; N.A., Member FDIC.

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