How To Get Bank Statement From Bank Of America

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We all know that moment: you need a bank statement for a loan application, a tax return, or just to keep your personal finances organized. It can feel a bit daunting if you haven't done it before, or if you're not sure of the easiest way. But don't worry! Getting your bank statement from Bank of America is actually quite straightforward, with several convenient options available.

So, are you ready to unlock your financial records? Let's dive in!


Your Comprehensive Guide to Getting Your Bank of America Bank Statement

Whether you prefer the digital convenience of online banking or a good old-fashioned paper copy, Bank of America offers various ways to access your statements. This guide will walk you through each method, step-by-step.

Step 1: Decide How You Want Your Statement

Before you begin, consider why you need the statement and how quickly you need it. This will help you choose the best method. Do you need:

  • Instant access for a quick review or digital submission?
  • A printable PDF to save or email?
  • A physical paper copy mailed to your home?
  • A historical statement from several months or years ago?

Once you have a clear idea, proceed to the relevant step below!

Step 2: Accessing Statements Through Bank of America Online Banking (The Easiest Way!)

This is by far the most popular and recommended method for obtaining your statements quickly and securely.

Sub-heading: Enrolling in Online Banking (If you haven't already)

If you're not yet an Online Banking customer, you'll need to enroll first. It's a simple process:

  1. Visit the Bank of America website: Go to bankofamerica.com.
  2. Look for "Enroll" or "Sign Up": You'll typically find this prominently displayed on the homepage.
  3. Follow the prompts: You'll need your account number, Social Security number, and potentially other personal information to verify your identity. Create a secure User ID and Password.

Sub-heading: Getting Your Statements Online

Once you're logged into your Online Banking account:

  1. Log In: Go to bankofAmerica.com and enter your User ID and Password.
  2. Navigate to "Accounts": On the main dashboard, you'll usually see a section or tab labeled "Accounts." Click on it.
  3. Find "Statements & Documents": Under the "Accounts" tab, look for an option like "Statements & Documents." This is your gateway to all your financial records.
  4. Select Your Account: Choose the specific checking, savings, credit card, or loan account for which you need a statement.
  5. Choose Your Statement Period: You'll typically see a dropdown menu or options to select the month and year of the statement you wish to view. Bank of America generally provides access to up to seven years of statements online.
  6. View, Download, or Print:
    • View: The statement will usually open as a PDF directly in your browser.
    • Download: Look for a download icon (often an arrow pointing down) or a "Download" button. This will save the PDF to your computer.
    • Print: Once the PDF is open, you can use your browser's print function (usually Ctrl+P on Windows or Command+P on Mac) or click a print icon within the PDF viewer.

Step 3: Obtaining Statements Via the Bank of America Mobile App

The mobile app offers unparalleled convenience for on-the-go access to your statements.

  1. Download the App: If you haven't already, download the "Bank of America Mobile Banking" app from your smartphone's app store (App Store for iOS, Google Play Store for Android).
  2. Log In: Open the app and log in using your Online Banking User ID and Password. Many users also set up Touch ID/Face ID for quicker access.
  3. Select Your Account: From the main app screen, tap on the account for which you want the statement.
  4. Find "Statements & Documents": Look for a section or link within the account details that says "Statements & Documents" or similar. You might need to scroll down a bit.
  5. Choose the Statement: Select the desired statement by month and year.
  6. View, Download, or Share: Similar to online banking, you can view the PDF statement. Depending on your phone's capabilities and apps, you may also have options to download, print (if connected to a wireless printer), or even email the statement directly from the app. You can also tap the Erica icon (Bank of America's virtual financial assistant) and say, "I want to see my [account type] statements."

Step 4: Requesting Paper Statements by Mail

Sometimes, a digital copy just won't cut it, or perhaps you prefer physical records. Bank of America can mail paper statements to you.

Sub-heading: Requesting through Online Banking

Even if you prefer paper, you can still initiate the request through your online account.

  1. Log In to Online Banking: Follow steps 2.1 and 2.2 from "Step 2" above.
  2. Navigate to "Statements & Documents": Go to the "Accounts" tab and select "Statements & Documents."
  3. Go to "Request statements" or "Order a paper statement copy": You might see a dedicated tab or link for this.
  4. Select Account and Period: Choose the account and the specific statement period you need.
  5. Confirm Request: Review the details and confirm your request. Paper statements are typically mailed within 7 to 10 business days after you submit your request.

Sub-heading: Requesting by Phone

If you'd rather speak to someone, calling customer service is an option.

  1. Gather Your Information: Have your account number and personal identification ready (e.g., last four digits of your Social Security number).
  2. Call Bank of America Customer Service:
    • For general account information: 1-800-432-1000
    • For international calls (collect): 1-315-724-4022
    • Customer service hours generally are: Mon-Fri 8 a.m.-11 p.m. ET; Sat-Sun 8 a.m.-8 p.m. ET (for general inquiries).
  3. Follow the Prompts: Navigate through the automated system to reach a representative who can assist with statement requests.
  4. Specify Your Needs: Clearly state the account number and the specific statement dates you require. They will verify your identity before processing the request.

Sub-heading: Requesting in Person at a Financial Center

For a more personal touch, or if you have complex needs, visiting a branch is an option.

  1. Locate a Financial Center: Use the Bank of America website or mobile app's "Find Locations" feature to find the nearest branch.
  2. Bring ID: Take a valid government-issued photo ID (e.g., driver's license, passport) and your account information.
  3. Speak to a Teller or Banker: Inform them that you need copies of your bank statements. They will guide you through the process and help you obtain the necessary documents. Be aware that for older statements, they might need to order them, and there could be a fee.

Step 5: Understanding Paperless Settings (Going Green!)

Bank of America strongly encourages customers to go paperless for environmental reasons and enhanced security.

Sub-heading: How to Go Paperless Online

  1. Log In to Online Banking: As described in Step 2.
  2. Access "Profile & Settings": You'll usually find this in the top right corner of the page.
  3. Select "Paperless Settings": Under Account Settings, click on this option.
  4. Choose Your Preference: You can opt for "Go Paperless for all available account statements and documents" or select "Online Only" or "Paper" for each individual account.
  5. Confirm Changes: Review your selections and click "Save Changes." You'll often need to consent to electronic delivery.

Sub-heading: How to Go Paperless via the Mobile App

  1. Log In to the Mobile App: As described in Step 3.
  2. Tap "Menu": Usually located in a corner of the app.
  3. Tap "Go Paperless" under "Statements and Documents."
  4. Select Bank of America under "Paperless Settings."
  5. Choose Your Preference: Similar to online banking, you can opt for "Go Paperless for all available accounts" or customize it for each account.
  6. Save Your Settings: Tap "Save" to confirm.

Important Considerations:

  • Fees: While viewing and downloading current statements online or via the app is generally free, there may be a fee for requesting paper copies of older statements (especially those beyond a certain period) or for rush delivery. Check with Bank of America for their current fee schedule.
  • Availability: Most recent statements (typically up to 18 months) are readily available online with check images. Older statements (up to 7 years) are usually available as PDFs. For statements even older than that, you might need to contact customer service directly.
  • Security: Always ensure you are on the official Bank of America website or using the official mobile app when accessing your financial information. Be wary of phishing attempts.
  • PDF Reader: To view statements online in PDF format, you'll need a PDF reader like Adobe Acrobat Reader (version 6.0 or higher recommended).

10 Related FAQ Questions

Here are some common questions about Bank of America bank statements, with quick answers:

How to check my current account balance with Bank of America?

You can check your current balance by logging into Online Banking, using the Mobile Banking app, calling customer service, or visiting an ATM.

How to view check images on my Bank of America statement?

If you've gone paperless, your statements with check images are usually available online within Online Banking and the Mobile App for up to 18 months.

How to stop receiving paper statements from Bank of America?

You can easily switch to paperless statements by logging into Online Banking or the Mobile App, going to "Profile & Settings" (Online) or "Menu" and "Go Paperless" (Mobile App), and adjusting your "Paperless Settings."

How to get a statement for a closed Bank of America account?

You might still be able to access statements for a recently closed account through Online Banking for a limited time. Otherwise, you will need to contact Bank of America customer service or visit a financial center to request them.

How to order a statement for tax purposes from Bank of America?

You can download your regular bank statements for tax purposes through Online Banking or the Mobile App. Bank of America also provides separate tax statements (e.g., 1099 forms) online, which can be paperless for the primary account holder.

How to get a statement if I don't have online banking?

If you don't have online banking, you can request paper statements by calling Bank of America customer service or by visiting a local financial center.

How to get a statement for a specific date range from Bank of America?

While standard statements are by month, you can often download transaction history for a custom date range within Online Banking or the Mobile App. For a formal statement covering a specific, non-standard period, you may need to contact customer service.

How to get a previous year's statement from Bank of America?

Bank of America typically provides up to seven years of statements online. Simply select the desired year and month when accessing statements through Online Banking or the Mobile App.

How to print a bank statement from the Bank of America app?

Once you open a statement as a PDF in the mobile app, you can usually use your phone's share or print options to send it to a connected wireless printer.

How to find out if there's a fee for old Bank of America statements?

Fees for older paper statements can vary. The best way to confirm any potential fees is to check the Bank of America website's fee schedule or contact customer service directly before requesting.

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