Retrieve a Financial Account Statement

Retrieve a monthly statement for a Financial Account. You can retrieve statements for internal, integrated bank, and integrated card Financial Accounts.

Endpoint

GET /v1/financial-accounts/{financialAccountId}/financial-account-statements/{yearMonth}

Authorization Header

Authorization: Bearer <access_token>

Path Parameters

financialAccountId REQUIRED

string (UUID)

ID of the Financial Account.

yearMonth REQUIRED

string, format: yyyy-MM

Year and month of the statement.

Request Body

None

Returns

Returns the Financial Account Statement object. This object contains the statement details.

SAMPLE RESPONSE

				
					{
  "statementCreatedAt": "2025-02-01T17:36:57.419Z",
  "accountNumber": "*******0510",
  "accountType": "CHECKING",
  "statementStartDate": "2025-01-01T00:00:00.000Z",
  "statementEndDate": "2025-01-31T23:59:59.999Z",
  "openingBalance": 4210.00,
  "closingBalance": 5600.00,
  "accountHolderDetails": {
    "name": "Joe Smith",
    "addressLine1": "705 King St",
    "addressLine2": "Suite 300",
    "postalCode": "10001",
    "state": "NY",
    "country": "US"
  },
  "totalDebits": 1660.00,
  "totalCredits": 260.00,
  "accountActivities": [
    {
      "createdAt": "2025-01-04T22:58:29.782Z",
      "description": "deposit",
      "amount": +100.00,
      "balance": 4310.00
    },
    {...},
    {...}
  ],
  "signedJsonUrl": "https://abc.s3.amazonaws.com/reports/AccountStatements/...",
  "signedCsvUrl": "https://abc.s3.amazonaws.com/reports/AccountStatements/...",
  "signedPdfUrl": "https://abc.s3.amazonaws.com/reports/AccountStatements/..."
}