People are currently reading this guide.

👤

Published by A contributor at Hows.Tech sharing helpful insights.

📝 Article edited 0 times 🕒 Last modified by Default Author

How to Get Your Citibank Bank Statement: A Comprehensive Guide

Ever found yourself needing your bank statement for a loan application, tax season, or just to keep track of your finances? It's a common need, and thankfully, Citibank offers several convenient ways to access your statements. This comprehensive guide will walk you through each method step-by-step, ensuring you can get your hands on your Citibank statement with ease.

Step 1: Let's Get Started - Which Method Suits You Best?

Before we dive into the "how-to," let's consider which method might be best for you. Do you prefer the digital convenience of online banking, the flexibility of a mobile app, or a traditional paper statement? Citibank caters to all preferences! Think about what's most accessible and comfortable for you right now.

Are you tech-savvy and prefer instant access? Online banking or the mobile app is likely your best bet.
Do you need a physical copy for official purposes or prefer to review transactions on paper? A mailed statement or printing from an online PDF might be more suitable.
Are you in a hurry? Online and mobile options generally provide the quickest access.

Once you have an idea of your preferred method, let's move on to the detailed steps.

Step 2: Accessing Your Citibank Statement Online (Recommended!)

This is often the fastest and most convenient way to get your bank statement. Citibank Online allows you to view, download, and print statements for a significant period.

Sub-heading: Logging In to Citibank Online

Open Your Web Browser: Go to the official Citibank website (e.g., www.citibank.com or your country-specific Citibank website if you're outside the US).
Locate the Login Section: Look for the "Sign On" or "Login" button, usually found in the top right corner of the homepage.
Enter Your User ID and Password: Carefully input your Citibank Online User ID and password (also sometimes called IPIN).
- Tip: If you've forgotten your User ID or password, look for "Forgot User ID" or "Forgot Password" links on the login page. You'll typically need to answer security questions or use a registered mobile number for verification.
Complete Security Verification (if prompted): Citibank may ask for an OTP (One-Time Password) sent to your registered mobile number or email, or a security question to verify your identity.

Sub-heading: Navigating to Your Statements

Dashboard or Account Summary: Once logged in, you'll usually land on your account dashboard or a summary page.
Find the "Statements" Section: Look for a link or menu option labeled "Statements," "eStatements," "Account Statements," or "Statements (PDF)." This is often found under a "Services," "Account Information," or "My Accounts" menu.
Select the Desired Account: If you have multiple Citibank accounts (e.g., checking, savings, credit card), select the specific account for which you need the statement.
Choose the Statement Period: You'll typically see a dropdown menu or a calendar interface to select the month and year of the statement you need. Citibank usually provides access to statements for the past 24 months, and sometimes even up to 7 years.
View or Download:
- View Online: Click on the statement for the chosen period to view it directly in your browser. It will usually open as a PDF.
- Download: Look for a "Download," "Print," or "Save" button to save the statement to your computer as a PDF file.

Sub-heading: Important Notes for Online Access

Pop-up Blockers: Ensure your browser's pop-up blocker is disabled for the Citibank website, as statements often open in a new pop-up window.
PDF Reader: You'll need a PDF reader (like Adobe Acrobat Reader) installed on your computer to open and view the downloaded statements.
Password Protection: Some eStatements, especially those sent via email, might be password-protected. Citibank will usually provide instructions or inform you of the password (often a part of your date of birth or account number) when you register for eStatements. Online downloaded PDFs usually don't require an additional password once you're logged in.

Step 3: Getting Your Citibank Statement via the Mobile App

For those who prefer banking on the go, the Citibank Mobile App is an excellent choice. The process is very similar to online banking.

Sub-heading: Using the Citi Mobile App

Download and Install: If you haven't already, download the official "Citi Mobile" app from your device's app store (Google Play Store for Android, Apple App Store for iOS).
Log In to the App: Open the app and log in using your Citibank Online User ID and password (IPIN). You might have Touch ID/Face ID enabled for quicker access if you've set it up.
Navigate to Statements:
- Once logged in, look for a "Statements" or "eStatements" option. This is often found under a "Profile and Settings," "Account Services," or "My Accounts" section.
- Tip: On some apps, you might need to tap on the specific account first, then look for the statement option.
Select Account and Period: Choose the account you need and the desired statement period (month/year).
View and Download: The app will display your statement as a PDF. You'll typically have options to view it directly or download it to your device's local storage or a cloud service.

Sub-heading: Mobile App Specific Considerations

App Updates: Ensure you have the latest version of the Citi Mobile App installed for optimal performance and access to all features.
Storage Space: Downloading multiple PDF statements to your phone might take up storage space, so be mindful of that.

Step 4: Requesting a Paper Statement by Mail

While digital statements are increasingly popular, you might still need a physical paper statement. Citibank offers this option as well.

Sub-heading: How to Request a Mailed Statement

Through Citibank Online:
- Log in to Citibank Online (as described in Step 2).
- Navigate to the "Statements" or "eStatements" section.
- Look for an option like "Statement in your Inbox/Doorstep," "Request paper statement," or "Switch to paper statements."
- Follow the prompts to confirm your mailing address and submit the request.
Via CitiPhone Banking (Customer Service):
- Locate the Citibank customer service number for your region (you can find this on the Citibank website under "Contact Us" or on the back of your debit/credit card).
- Call the number and follow the automated prompts or speak to a customer service representative.
- Explain that you need a paper bank statement and provide your account details for verification.
- The representative will confirm your mailing address and the period for which you need the statement.
Visiting a Citibank Branch:
- Find your nearest Citibank branch using the branch locator on the Citibank website.
- Visit the branch during business hours and speak to a bank representative at the counter.
- Provide your account details and a valid ID. They will assist you in requesting a printed statement.

Sub-heading: Important Details for Mailed Statements

Delivery Time: Paper statements usually take a few business days to arrive by mail, so plan accordingly if you have a deadline.
Fees: Be aware that Citibank may charge a fee for mailed paper statements, especially if you are already enrolled in eStatements or are requesting older statements. Confirm any potential fees when you make the request.
Address Verification: Always ensure your mailing address registered with the bank is correct to avoid delays.

Step 5: Special Cases and Additional Tips

Sometimes, you might need a statement for very specific reasons or encounter unique situations.

Sub-heading: Older Statements and Tax Purposes

Beyond 24 Months: If you need statements older than what's readily available online (e.g., for tax purposes that require records from several years back), you might need to specifically request them through Citibank Online's "Older Statements" section or by contacting customer service. These may take longer to process and might incur a fee.
Tax Documents: For tax purposes, Citibank also provides specific tax documents (e.g., 1099-INT for interest earned). These are usually available in a separate "Tax Documents" section on Citibank Online. Bank statements themselves can also be used for tax record-keeping.
Converting Formats: While official eStatements are typically in PDF, if you need transaction data in a different format (like CSV or Excel for budgeting or accounting software), you might be able to download your transaction history from Citibank Online within a certain date range in those formats. Look for "Download Transactions" or "Export Activity" options.

Sub-heading: Troubleshooting and Assistance

Login Issues: If you're having trouble logging in, use the "Forgot User ID/Password" links. If issues persist, contact Citibank customer service.
Technical Difficulties: If you encounter technical problems while viewing or downloading statements online, try clearing your browser's cache and cookies, or try a different browser.
Customer Service: Don't hesitate to reach out to Citibank customer service if you're unable to obtain your statement through the self-service options. They are there to help! You can find their contact numbers on the Citibank website or your statement.

Frequently Asked Questions (FAQs)

Here are 10 common questions about getting Citibank bank statements, with quick answers:

How to get Citibank bank statement online?

You can get your Citibank bank statement online by logging into your Citibank Online account, navigating to the "Statements" section, selecting the desired account and period, and then viewing or downloading the PDF.

How to download Citibank bank statement in PDF?

Log in to Citibank Online or the Citi Mobile App, go to the "Statements" section, select your account and the statement period, and then click the "Download" button to save it as a PDF.

How to request an older Citibank bank statement?

For older Citibank statements beyond the readily available online period, log in to Citibank Online and look for an "Older Statements" request option, or contact Citibank customer service directly.

How to get a physical paper statement from Citibank?

You can request a physical paper statement by logging into Citibank Online, calling CitiPhone Banking, or visiting a Citibank branch and asking a representative.

How to receive Citibank statements by email?

To receive Citibank statements by email, you typically need to enroll in eStatements through Citibank Online. Once registered, monthly statements will be sent to your registered email address as a password-protected PDF attachment.

How to find my Citibank eStatement password?

If your Citibank eStatement is password protected, the password often consists of a part of your date of birth or account number. Check the instructions provided by Citibank when you enrolled in eStatements, or contact customer service if you cannot recall it.

How to get Citibank credit card statement?

The process for getting a Citibank credit card statement is generally the same as a bank statement: log in to Citibank Online or the Citi Mobile App, navigate to the "Statements" section, and select your credit card account.

How to view Citibank bank statement on mobile?

Download and log in to the official Citi Mobile App, then navigate to "Statements" or "eStatements" within the app to view your bank statements.

How to get Citibank bank statement for tax purposes?

For tax purposes, you can download your regular bank statements in PDF format from Citibank Online. Additionally, look for a separate "Tax Documents" section on Citibank Online for specific tax-related forms like 1099-INT.

How to convert Citibank bank statement to Excel or CSV?

While official eStatements are usually PDF, you might be able to download your transaction history (not the full statement) in CSV or Excel format from the "Account Activity" or "Download Transactions" section within Citibank Online for a specific date range.

8033240522182323308

How To Get Bank Statement For Citibank