How to Download Your Chase Bank Statement as PDF
This guide shows you exactly how to download your Chase bank statement as a PDF — and what to do with it once you have it. Chase bank statements are standard PDFs downloaded from Chase Online — no password required. Checking, savings, and business statements all use the same format.
Step-by-Step Guide
- 01
Log in to online banking
Log in to Chase.com
- 02
Navigate to statements
Log in to Chase.com → Accounts → Statements → Select month → Download PDF.
- 03
Select your date range
Choose the date range for the statement you need. For tax filing, select the full financial year. For loan applications, select the last 3–6 months.
- 04
Download as PDF
Select PDF as the file format (not CSV or Excel — those formats miss the official bank formatting). The PDF downloads immediately.
- 05
Convert to spreadsheet (optional)
Chase PDFs list deposits and withdrawals in separate sections before showing a chronological transaction list. MintConvert uses the chronological list for output. To convert the PDF to CSV or Excel for accounting software import, upload it to MintConvert.
Frequently Asked Questions
Why can't I find the Chase statement download option?
Most banks require you to navigate to the Accounts section, not the Transactions view. Look for 'Statements', 'e-Statements', or 'Account Statement' in the main navigation. Log in to Chase.com → Accounts → Statements → Select month → Download PDF.
What date range should I download for tax filing?
For income tax filing, download the full financial year statement. For United States, this covers January 1 to December 31.
How do I convert the Chase PDF to CSV or Excel?
Upload the PDF to MintConvert at mintconvert.com. Chase PDFs list deposits and withdrawals in separate sections before showing a chronological transaction list. MintConvert uses the chronological list for output. Download a clean CSV or Excel file in under 30 seconds.
Is the downloaded Chase PDF password-protected?
Chase bank statements are standard PDFs downloaded from Chase Online — no password required. Checking, savings, and business statements all use the same format.