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Accounts

Statements & Documents

List and download a customer's monthly statements, tax forms, and account documents.
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Overview

The Statements & Documents API lets customers find and download their account documents — monthly statements, year-end tax forms, and notices — right inside your app. Documents are returned as secure, time-limited download links so nothing sensitive is stored in your systems.

What you can do

Show a document center — List every available statement and form for an account.

Enable self-service downloads — Give customers instant access to PDFs without a call to support.

Surface tax documents — Highlight year-end forms like 1099-INT when they become available.

List documents

1

Authenticate

Obtain an access token with the accounts:read scope.

2

Request documents

Call the endpoint with the accountRef to list available documents, optionally filtered by type or year.

{
  "accountRef": "acct_884201",
  "documents": [
    {
      "id": "doc_2026_03",
      "type": "STATEMENT",
      "period": "2026-03",
      "format": "PDF",
      "availableOn": "2026-04-02"
    },
    {
      "id": "doc_1099int_2025",
      "type": "TAX_1099INT",
      "period": "2025",
      "format": "PDF",
      "availableOn": "2026-01-31"
    }
  ]
}

Download links are single-use and expire after a few minutes. Generate the link only when the customer taps to open or save the document.

Document types

TypeDescription
STATEMENTMonthly account statement
TAX_1099INTYear-end interest income form
NOTICEAccount notices and disclosures

Availability

Monthly statements are typically available within two business days of the statement close date. Tax forms are available by January 31 for the prior year.

Security requirements

Requests require an OAuth 2.0 access token with the accounts:read scope. See the Authentication guide.