You can download or email statements for any Relay checking or savings account from Settings > Account Statements on the web. Several statements can be combined into one PDF. The Relay mobile app uses its own path.
What you need before you start
A Relay account with active checking or savings accounts
The month or year range you need a statement for
The recipient's email address, if you plan to email the statement
A desktop browser if you plan to email (statements can't be emailed from the Relay mobile app)
Where do I find my bank statements on the web?
Your checking and savings statements live at Settings > Account Statements. You can also open the page from within a sub-account: go to Accounts, select a sub-account, click the three dots in the top right corner, and choose View Statements.
The page lists one row per statement, with the month, the sub-account it belongs to, and the actions available for that row.
How do I download bank statements on the Relay web app?
Select the statements you want in Settings > Account statements, click Export X Statements, choose a file format, and click Export.
1. Sign in to your Relay account on the web. 2. Go to Settings, then select Account Statements. You can also get there from Accounts > choose a sub-account > select the three dots in the top right corner > View Statements. 3. Stay on the Open tab for active accounts, or select All to include closed accounts. 4. Tick the checkbox next to each statement you want. To grab a single statement instead, click the download icon on its row. 5. Click Export X Statements at the top right — the number matches how many you selected. 6. Choose a file format: PDF, CSV, or OFX. 7. Optional: tick Combine into one file to get everything as a single PDF. 8. Click Export. The file saves to your browser's downloads.
How do I download bank statements on the Relay mobile app?
Open the account inside the Relay mobile app, tap the three-dot menu, and pick the statement periods you want as PDF or CSV. OFX is web-only.
Sign in to the Relay app on your mobile device.
Navigate to the Accounts tab.
Select the account you want statements for.
Tap the three vertical dots at the top-right of the screen.
Select Download statements.
Choose the month(s) or year(s) needed. Multiple statements can be downloaded at once.
Select your file type: PDF or CSV.
Tap Download. Statements save to your device's Downloads or Files folder.
How do I find a specific statement quickly?
On the web, click Filters above the table. There are four.
Account(s) and Card(s) are searchable, multi-select lists.
Account Type narrows the page to checking or savings.
Date Range offers pre-set options such as Last 30 Days, or a custom From and To date.
Reset Filters clears everything you've set.
If a statement still isn't showing, check the pagination at the bottom of the page — older statements sit on later pages. Raise Results per page to see more at once.
How do I download several statements as one PDF?
On the web, tick Combine into one file in the Export Statements window, and Relay merges every statement you selected into a single PDF. The helper text confirms the count before you export — for example, "All 8 statements download as one PDF file."
Combining works across accounts, so one PDF can cover several checking and savings accounts. Combined exports are currently only available in PDF form.
This feature is optional — without it, each statement exports separately.
Can I export a report of transactions instead of a statement?
Yes. A custom report pulls your transactions for a date range you choose, rather than a calendar month — select Generate Custom Report from Settings > Account Statements to build one.
For the full walkthrough, see How to Generate a Custom Transaction Report in Relay.
How do I email a bank statement to my accountant or bookkeeper?
Emailing is available on the web only, and it sends one statement at a time.
1. Sign in to your Relay account on your desktop. 2. Go to Settings, then select Account Statements. 3. Find the row for the statement you want to send. 4. Click the three dots on that row, then select Email Statement. 5. Check the account and period named at the top of the window — for example, a savings account for the period of October, 2026. 6. Enter the Email Address you want the statement sent to. 7. Choose a File format: PDF, CSV, or OFX. 8. Confirm to send.
To send several statements in one go, export them as a combined PDF and attach that file to your own email instead.
The recipient gets a download link that expires 4 hours after it's sent, for security. If the link expires before they open it, resend the email to generate a new one.
If your accountant uses a document app, you can skip emailing altogether: connect Hubdoc, Dext, or another service in Settings > Integrations, and new statements go there as soon as they're ready.
Which file format should I choose: PDF, CSV, or OFX?
Pick the format that matches how the file will be used.
PDF: best for record-keeping, sharing with an accountant or bookkeeper, and submitting to third parties who ask for a statement
CSV: best for opening the transaction detail in a spreadsheet (Excel, Google Sheets, Numbers) for review or reformatting
OFX: best for importing transactions into accounting software that supports the format (available on the web only)
All three are available when you download a single statement and when you email one. The combined export is PDF only.
Can I export statements to Hubdoc, Dext, or Receipt Bank?
Yes. Relay statements can be forwarded to cloud accounting tools like Hubdoc, Dext, or Receipt Bank on a recurring basis. See Exporting your account statements to Hubdoc, Dext, and more for the setup steps.
Can I get a bank statement that shows my full account number?
No. Bank statements from your Relay account do not display the full account number, and this can't currently be changed.
If a lender, vendor, or agency needs a document that shows the full account number, download a bank verification letter instead. Many third parties accept the bank verification letter on its own; when they don't, provide both the statement and the verification letter together. See Downloading a bank verification letter, void check, or direct deposit form.
Can I get statements for a closed checking or savings account?
Yes, on the web. Select the All tab at the top of Settings > Account Statements — it includes statements for closed checking and savings accounts alongside your open ones, each flagged with a red Closed label. You can download or email them just like a statement for an open account. The Open tab shows active accounts only.
For more on finding and exporting them, see How to Get Statements for a Closed Checking or Savings Account.
Common issues
I need a combined file in CSV or OFX. Combined exports are PDF only today. Export without combining to get each statement in the format you need.
I can't find statements for an account I closed. Select the All tab at the top of Settings > Account Statements. Closed accounts carry a red Closed label.
I can't find an older statement. The list is paged — check the pagination at the bottom of the page, raise Results per page, or filter by Date Range.
The emailed link expired before the recipient opened it. Email download links expire 4 hours after sending. Resend the statement from the Statements page to generate a fresh link.
The Email statements option is missing. Emailing is available on the web only. Sign in on desktop rather than the mobile app.
The statement doesn't show my full account number. Statements only show the last four digits. Use a bank verification letter for documents that require the full account and routing numbers.
Related articles
Downloading a bank verification letter, void check, or direct deposit form
How to Get Statements for a Closed Checking or Savings Account
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