In the EQ Bank mobile app, open the navigation menu in the top right corner and, under Manage my account, select View documents, then View statements. In a web browser, sign in to online banking and, under My accounts, click Bank statements.
In the EQ Bank app
- Sign in to your account.
- Open the navigation menu in the top right corner.
- Under Manage my account, select View documents.
- Select View statements and open the month.
In online banking
Sign in through a web browser, then click Bank statements under My accounts. This is the easier place to save a run of monthly statements to a folder. EQ Bank operates online only. These PDFs are the record you hand to a landlord, a lender or an accountant who asks for proof of savings or interest earned.
Exporting transactions as CSV
For accounting or budgeting software, EQ Bank lets you download a CSV of a savings account's transactions. Sign in on the web, click the savings account on the Dashboard and use the download icon to the left of the printer icon.
EQ Bank Card statements
EQ Bank's card fees page lists downloading statements as free, with up to 36 months available in mobile and online banking. Thirty-six months covers the current tax year and the two before it; download anything older before it drops off.
Statement lookup for a specific month
EQ Bank's help answers describe a list of monthly statements rather than a search. Pick the month from View statements or Bank statements. When you only need the transactions in a date range, the CSV export is quicker. For a direct deposit setup, see how to get an EQ Bank void cheque.
EQ Bank statements collected monthly
Connect your EQ Bank login and our AI agent saves each new statement through bill fetching, past the 36-month card window. Spending on the EQ Bank Card that you claim for work can be filed in an expense report with its receipt, and the statements stay on file for tax time.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
- Tax receiptsA tax receipt organizer that sorts medical, childcare, donation and tuition receipts by category as they come in and keeps a running total all year.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
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