Do you find yourself needing a copy of your Chase Bank statement? Perhaps for tax purposes, budgeting, or applying for a loan? Whatever your reason, accessing your bank statements with Chase is a straightforward process, whether you prefer the digital convenience of online banking or the traditional method of paper statements.
This comprehensive guide will walk you through every step, ensuring you can locate and obtain your Chase bank statements with ease. Let's get started!
Step 1: Decide Your Preferred Access Method
Before diving into the "how-to," let's consider how you'd like to receive or view your statement. Chase offers several convenient options:
Online/Digital Access (Recommended): This is the quickest and most efficient method. You can view, download, and print statements directly from your computer or mobile device. Chase generally retains up to 7 years of statements online.
Mobile App Access: For on-the-go viewing, the Chase Mobile app is incredibly user-friendly.
Mail Delivery: If you prefer a physical copy, you can request statements to be mailed to you.
In-Person at a Branch: For personal assistance or older statements, visiting a Chase branch is an option.
Ready to choose your path? Let's proceed with the most popular and efficient method first: Online Access!
Accessing Your Chase Bank Statement Online (Recommended)
This is the most common and convenient way to get your statements.
Step 2: Log In to Your Chase Online Account
Go to the Official Chase Website: Open your web browser and navigate to
www.chase.com Enter Your Credentials: On the Chase homepage, you'll see fields for your Username and Password. Carefully enter your login details.
Complete Security Verification (if prompted): Chase employs robust security measures. You might be asked to enter a one-time code sent to your registered phone or email, or answer a security question. This is a crucial step to protect your account.
Step 3: Navigate to "Statements & Documents"
Once you're successfully logged in, the interface might vary slightly depending on recent updates, but the general pathway remains consistent.
Look for the Main Menu: In most cases, you'll find a "Main Menu" symbol (often represented by three horizontal lines, sometimes called a "hamburger menu") in the top left corner of the page. Click on it.
Select "Statements & Documents": From the main menu, look for and click on the option that says "Statements & Documents" or similar. It might also be under a "Paperless Settings" or "Account Services" section.
Sub-heading: Locating Specific Accounts and Statement Periods
Within the "Statements & Documents" section, you'll typically see:
Account Selection: A list of your Chase accounts (checking, savings, credit cards, mortgages, etc.). Select the specific account for which you need the statement.
Year/Statement Period Selection: There will usually be a dropdown or selection tool to choose the year and the specific month/statement period you wish to view. Chase generally provides access to statements for up to seven years online.
Step 4: View, Download, or Print Your Statement
Once you've selected the account and period, your statement will load.
Viewing: You can scroll through the statement directly on your screen to review transactions and account activity.
Downloading: Look for a "Download" button or icon (often a downward arrow). Clicking this will usually save the statement as a PDF file to your computer. PDFs are widely compatible and maintain the original formatting of the statement. Some accounts might also offer CSV format for easier data analysis.
Printing: If you need a physical copy, click the "Print" icon. Ensure your printer is connected and ready.
Accessing Your Chase Bank Statement via the Mobile App
The Chase Mobile app offers a convenient way to access your statements on the go.
Step 5: Log In to the Chase Mobile App
Download the App: If you haven't already, download the official Chase Mobile App from your device's app store (App Store for iOS, Google Play Store for Android).
Enter Your Credentials: Open the app and enter your Chase Online Banking username and password.
Enable Biometrics (Optional but Recommended): For faster and more secure access in the future, you can often enable fingerprint or facial recognition login.
Step 6: Navigate to "Statements & Documents" in the App
Profile & Settings Icon: Within the app, look for a "Profile & Settings" icon (often a silhouette of a person or a gear icon). Tap on it.
Document Manager: Within "Profile & Settings," you should find an option for "Statements & Documents" or a "Document Manager." Tap on this.
Select Account and Statement: Similar to the online banking website, you'll be able to select the specific account and the desired statement period.
View/Download: You can then view the statement within the app or download it to your device. From your device, you can usually print or share the PDF.
Requesting Chase Bank Statements by Mail
If you prefer a physical copy or need statements older than what's available online, requesting them by mail is an option.
Step 7: Contact Chase Customer Service
Call the Personal Banking Customer Service Line: The most direct way to request statements by mail is to call Chase's customer service. For personal banking, the general number is 1-800-935-9935. Have your account number and personal verification details ready.
Explain Your Request: Clearly state that you need a copy of your bank statement(s) mailed to you. Be specific about the account number and the exact month(s) or date range you require.
Confirm Delivery Time: Ask the representative about the estimated delivery time. Typically, it can take 7-14 business days for mailed copies to arrive.
Inquire About Fees: While recent statements might be free, there might be a fee for requesting older statements, especially if they need to be retrieved from archives. Confirm any potential charges with the representative.
Sub-heading: Alternative: Visiting a Chase Branch
Locate a Branch: Use the Chase website or app to find a nearby Chase branch.
Visit During Business Hours: Go to the branch during their operating hours.
Speak with a Banker: Explain to a banker that you need copies of your bank statements. They will be able to assist you with the request.
Be Prepared for Fees: Similar to phone requests, there may be a fee for obtaining statements at a branch, particularly for older ones.
Important Considerations
Security: Always ensure you are on the official Chase website or app when accessing your financial information. Avoid clicking suspicious links in emails or text messages.
Paperless Statements: Consider enrolling in paperless statements (eStatements) if you haven't already. You'll receive email notifications when a new statement is ready, and it's environmentally friendly! You can usually manage your paperless preferences within the "Statements & Documents" section of your online account.
Older Statements: While 7 years of statements are generally available online, for statements older than that, you will likely need to contact Chase customer service or visit a branch. Be aware that fees may apply for retrieving very old statements.
Record Keeping: It's a good practice to download and save your statements periodically to your personal computer or a secure cloud storage service, especially for important financial records like tax documents.
By following these steps, you should be able to efficiently find and obtain your Chase Bank statements whenever you need them.
Frequently Asked Questions (FAQs)
How to access my Chase bank statements online?
You can access your Chase bank statements online by logging into your account at
How to get old Chase bank statements?
You can access up to 7 years of statements online or via the Chase Mobile app. For statements older than 7 years, you will need to contact Chase Customer Service at 1-800-935-9935 or visit a Chase branch. Fees may apply for very old statements.
How to enroll in Chase eStatements (paperless statements)?
You can enroll in eStatements by logging into your Chase online account, going to "Statements & Documents" or "Paperless Settings," and following the prompts to switch your preferences to paperless. You'll receive email notifications when new statements are ready.
How to get a physical copy of my Chase bank statement?
You can request a physical copy of your Chase bank statement by calling Chase Customer Service at 1-800-935-9935 or by visiting a local Chase branch. Mailed statements typically arrive within 7-14 business days.
How to find my Chase credit card statements?
Chase credit card statements are found in the same "Statements & Documents" section of your online account or mobile app as your checking and savings account statements. Just select your credit card account from the list.
How to download a Chase bank statement as a PDF?
After logging into your Chase online account and selecting the desired statement under "Statements & Documents," look for a "Download" button or icon (often a downward arrow) to save the statement as a PDF file.
How to find pending transactions on my Chase statement?
Pending transactions are usually visible in your account activity before the statement is generated. Once the statement is created, only completed transactions for that period will be shown. For real-time pending transactions, check your account summary online or in the mobile app.
How to get a Chase bank statement for a closed account?
To get statements for a closed Chase account, you'll need to contact Chase Customer Service or visit a branch. Banks are generally required to retain records for a certain period, but fees and processing times may vary.
How to print a Chase bank statement?
After viewing your statement online, you can use your browser's print function or click a "Print" icon often provided on the statement viewing page. If you've downloaded it as a PDF, open the PDF and use your PDF viewer's print option.
How to avoid fees for Chase bank statements?
Enrolling in eStatements (paperless statements) is the best way to avoid potential fees associated with requesting physical copies of statements, especially older ones. Standard monthly statements are typically provided free of charge, whether paper or electronic.