You can download PDF statements for every currency you've opened, which show you own the account. A statement will include your account numbers, current balance, transactions, and more.
Downloading statements from the website
- Go to Balances in your account
- Click on the currency you want a statement for
- Click on More, then Download a statement
- Choose the date range you want
- Choose PDF or CSV format. Only CSV statements can be uploaded to Xero
- Click on Download (You may need to enter your CV Finance password to confirm the download)
Downloading statements on the app (iOS and Android)
- Go to your Account tab
- Tap on the currency you want a statement for
- Tap on the top right corner, then Get a statement
- You may need to enter your CV Finance password, or use fingerprint or facial recognition, to confirm the download
You can download statements for a 365-day period from the website.
You can only download monthly statements from the app.
Comments
0 comments
Please sign in to leave a comment.