Hey there! Ever found yourself needing to send your Bank of America bank statements but weren't quite sure how to do it electronically? Maybe you're applying for a loan, verifying income, or just keeping meticulous digital records. Whatever the reason, getting those statements from your bank account to an email can feel a bit like a maze. But don't worry, it's actually quite simple once you know the steps! This comprehensive guide will walk you through the process of accessing, downloading, and effectively "emailing" your Bank of America statements. We'll cover everything from logging in to securing your documents, ensuring you can confidently manage your financial paperwork.
How to Electronically Send Bank Statements from Bank of America
Bank of America prioritizes security, so they won't typically let you directly email your statements as an attachment from within their platform for security reasons. Instead, the process involves downloading your statements and then attaching them to an email yourself. This gives you full control over who receives your sensitive financial information.
Let's dive into the step-by-step process.
 |
| How To Email Bank Statements From Bank Of America |
Step 1: Logging into Your Bank of America Online Banking Account
This is where it all begins! You can access your statements through either the Bank of America website or their mobile app. Choose the method that's most convenient for you.
Via the Bank of America Website:
- 1. Open Your Web Browser: Launch your preferred web browser (Chrome, Firefox, Edge, Safari, etc.).
- 2. Navigate to Bank of America's Website: Type
www.bankofamerica.cominto your address bar and press Enter. - 3. Locate the Login Section: On the Bank of America homepage, you'll typically find the login fields prominently displayed at the top right of the screen.
- 4. Enter Your Credentials:
- Input your User ID.
- Input your Passcode.
- 5. Click "Sign In": Once you've entered your details, click the "Sign In" button.
- 6. Complete Security Verification (If Prompted): Bank of America often uses multi-factor authentication for your security. You might be asked to enter a code sent to your phone or email, or answer security questions. Follow the on-screen prompts.
Via the Bank of America Mobile Banking App:
- 1. Open the Mobile App: Locate and tap the Bank of America Mobile Banking app icon on your smartphone or tablet.
- 2. Enter Your Credentials or Use Biometrics:
- You'll be prompted to enter your User ID and Passcode.
- Alternatively, if you've enabled it, you can use Face ID, Touch ID, or fingerprint authentication for quick access.
- 3. Confirm Login: The app will log you in to your account dashboard.
Step 2: Navigating to Your Statements & Documents
Once you're logged in, the next step is to find the section where your bank statements are stored.
QuickTip: Stop to think as you go.
On the Bank of America Website:
- 1. Locate "Accounts" Tab: Look for a tab or menu option labeled "Accounts" at the top or side of your screen. Click on it.
- 2. Select "Statements & Documents": Within the "Accounts" section, you should see an option like "Statements & Documents," "Paperless Statements," or "Statements." Click on this link.
- 3. Choose the Desired Account: If you have multiple accounts with Bank of America (checking, savings, credit card, etc.), you'll likely see a list. Select the specific account for which you need the statement.
- 4. Select the Statement Period/Year: You'll typically find dropdown menus or filters that allow you to select the year and the specific month of the statement you need. Choose the relevant period.
On the Bank of America Mobile Banking App:
- 1. Tap on the Desired Account: From your main account summary screen, tap directly on the account (e.g., your checking account) for which you want the statement.
- 2. Find "Statements & Documents": Within the selected account's details, scroll down or look for a section or link labeled "Statements & Documents" or "Account Management." Tap on it.
- 3. Select the Statement: Similar to the website, you'll see a list of available statements by month and year. Tap on the specific statement you wish to access.
Step 3: Downloading Your Bank Statement
Bank of America statements are typically available in PDF format, which is universally readable and maintains the original formatting.
On the Bank of America Website:
- 1. View the Statement: After selecting the account and statement period, the statement will usually load in a viewer within your browser.
- 2. Look for "Download PDF" or a Download Icon: You'll almost always find a "Download PDF" button or a download icon (often an arrow pointing downwards) near the statement view. Click this button.
- 3. Choose Save Location: Your browser will likely prompt you to choose where you want to save the PDF file on your computer. Select a recognizable location, like your "Downloads" folder or a specific folder you've created for financial documents.
- 4. Rename for Clarity (Optional but Recommended): Once downloaded, consider renaming the file to something clear and descriptive, such as "BoA_Checking_Statement_June_2024.pdf" to make it easy to find later.
On the Bank of America Mobile Banking App:
- 1. Tap to View: After selecting the statement, it will usually open within the app.
- 2. Look for Share/Download Options: On iOS, you'll typically see a "Share" icon (a square with an arrow pointing upwards). On Android, it might be a three-dot menu or a direct download icon. Tap this.
- 3. Select "Save to Files" or "Download": You'll be given options like "Save to Files" (iOS), "Download," or "Print." Choose to save the PDF to your device's local storage. You might be prompted to select a folder.
- 4. Confirm Download: The statement will be saved to your mobile device. You might need to check your device's "Files" app (iOS) or "Downloads" folder (Android) to locate it.
Step 4: Composing and Sending Your Email
Now that you have your bank statement downloaded as a secure PDF, you can attach it to an email like any other file.
- 1. Open Your Email Client: Launch your preferred email application (Gmail, Outlook, Apple Mail, etc.) or go to your webmail service.
- 2. Create a New Email: Click on the "Compose," "New Email," or "Plus" icon to start a new email.
- 3. Address the Email:
- To: Enter the recipient's email address. Double-check for accuracy!
- CC/BCC (Optional): Add other recipients if necessary.
- 4. Write a Clear Subject Line: A clear subject line is crucial. Examples include:
- "Bank of America Statement - [Your Name] - [Month/Year]"
- "Loan Application Documents - [Your Name]"
- Be specific and professional.
- 5. Attach the PDF Statement:
- Look for the attachment icon, which often looks like a paperclip. Click on it.
- Navigate to the location where you saved your downloaded Bank of America statement PDF (e.g., your "Downloads" folder).
- Select the PDF file and click "Open" or "Attach."
- Important Security Note: Before attaching, consider if you want to password-protect the PDF for an extra layer of security, especially if the email is not encrypted. Many PDF viewers or online tools allow you to add a password. If you do, remember to share the password with the recipient separately (e.g., via a phone call or text message, not in the same email).
- 6. Compose Your Email Body: Write a polite and concise message explaining what the attachment is and why you're sending it.
- Example: "Dear [Recipient Name], Please find attached my Bank of America statement for the month of [Month, Year] as requested. Let me know if you require anything further. Sincerely, [Your Name]"
- 7. Review and Send: Before hitting send, always review the email to ensure:
- The correct recipient is entered.
- The correct attachment is included.
- There are no typos or errors in your message.
- Then, click "Send."
Step 5: Confirming Paperless Settings (Optional, but Recommended for Future Ease)
While not directly "emailing" your statements, opting for paperless statements ensures that your statements are always readily available online, making future electronic access much simpler. Bank of America will also send you an email notification when your new statement is available.
How to Go Paperless:
- 1. Log In to Online Banking/Mobile App: Follow Step 1 to log in.
- 2. Navigate to Profile & Settings:
- Website: Look for "Profile & Settings" or "Customer Service" and then "Paperless Settings."
- Mobile App: Tap "Menu" (usually three lines) and then "Go Paperless" under "Statements and Documents" or "Paperless settings" under "Profile & Settings."
- 3. Select Your Paperless Preferences: You'll have options to go paperless for all eligible accounts or choose preferences for each individual account (e.g., "Online Only" or "Online & Mail"). For true digital convenience, select "Online Only."
- 4. Review and Save Changes: Confirm your selections and click "Save Changes" or "Confirm."
- 5. Consent to Electronic Delivery (If Prompted): For certain documents like tax statements, you may need to check a box consenting to electronic delivery.
- 6. Receive Confirmation: You'll typically see a confirmation message indicating your settings have been saved.
Important Considerations for Security and Privacy
When dealing with sensitive financial documents, security is paramount.
Tip: Don’t just scroll — pause and absorb.
- Never email your bank statements from an unsecured public Wi-Fi network. Always use a secure, private connection.
- Be wary of phishing attempts. Bank of America will never ask you for your login credentials via email. If you receive a suspicious email, do not click on any links.
- Password-Protect PDFs: If sending to an unknown or less trusted recipient, consider using a PDF password. Share the password through a separate, secure channel (e.g., phone call, text message).
- Delete Downloaded Statements (After Use): Once you've successfully sent or used your statement, consider deleting the downloaded PDF from your computer or mobile device, especially if it's not a device you exclusively use.
- Verify the Recipient: Always confirm you are sending the statement to the correct and intended recipient. A simple typo in an email address can lead to a privacy breach.
Frequently Asked Questions (FAQs)
Here are 10 common questions related to emailing bank statements from Bank of America, with quick answers:
How to access old bank statements from Bank of America?
You can access up to seven years of statements through your Bank of America Online Banking or Mobile Banking app in the "Statements & Documents" section.
 |
How to download multiple bank statements at once from Bank of America?
Generally, Bank of America allows you to download statements one by one. Navigate to the "Statements & Documents" section, select the desired month and year, and then download each PDF individually.
How to password protect a PDF bank statement before emailing?
You can use various PDF software (like Adobe Acrobat Pro) or free online PDF tools to add a password to your downloaded PDF statement. Google "how to password protect PDF" for options.
Tip: Don’t skip — flow matters.
How to find my account number on a Bank of America statement?
Your full account number is typically displayed prominently on your bank statement, usually near your name and address, or within the account summary section.
How to stop receiving paper statements from Bank of America?
Log in to your Bank of America Online Banking or Mobile Banking app, go to "Profile & Settings," then "Paperless settings," and select "Online Only" for your preferred accounts.
How to get a Bank of America statement if I don't have online banking?
If you don't use online banking, you can request a paper copy of your statement by calling Bank of America customer service or visiting a local financial center. Fees may apply for physical copies.
How to view check images with my Bank of America statements online?
Yes, when you view your statements online through Bank of America's paperless service, check images are usually included as part of your digital statement.
Tip: Read the whole thing before forming an opinion.
How to get a credit card statement from Bank of America?
Credit card statements are accessed the same way as bank statements: log in to Online Banking or the mobile app, select your credit card account, and then navigate to "Statements & Documents."
How to know when my new Bank of America statement is available online?
If you've opted for paperless statements, Bank of America will send an email to your primary email address to notify you when your new statement is ready for viewing online.
How to get a statement for a mortgage or loan from Bank of America?
Mortgage and home equity loan statements can be accessed via Online Banking under the respective loan account. Availability may vary, so contact customer service if you have trouble finding them.
 |
