Chase bank statement: how to download and read it

Chase keeps up to 7 years of statements under Statements & documents, depending on the account. You can get them on chase.com or in the Chase Mobile app, and turn them into a spreadsheet when you need one.

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The statement shown is a sample with a made-up customer and figures. The steps on this page come from Chase’s own help pages, checked November 5, 2026. CounselPro is not affiliated with JPMorgan Chase Bank, N.A.

How to download a Chase account statement

Chase keeps the statements for all your accounts in one place, Statements & documents. Each one opens as a PDF you can save.

Chase’s statements and paperless help page

On chase.com

  1. Sign in at chase.com.
  2. Click the Main Menu icon in the top left corner.
  3. Choose Statements & documents.
  4. Pick the year and the account, then click Open or Save beside the statement you want.

In the Chase Mobile app

  1. Tap the Profile & Settings icon in the top right corner.
  2. Under Document manager, select Statements & documents.
  3. Tap Statements and choose the account.
  4. Pick the year and the statement. It opens as a PDF.

How far back can you get Chase statements?

Depending on the account type, Chase keeps up to 7 years of statements online. Chase mortgage statements stay on chase.com for up to 7 years as well.

Checking and savings accounts get a statement each month, but the period may or may not be a calendar month. In most cases it runs from 28 to 32 days. Chase may also skip mailing a statement when the only activity that month was interest it paid you.

Chase’s deposit account agreement (PDF)

How to get a paper copy of a Chase statement

For a Chase credit card, you can print a statement yourself or ask for a mailed paper copy by calling the number on the back of your card. The cardmember agreement says a fee may apply.

On a combined statement, every owner of every account listed on it can ask for a copy, and each of them can see the activity for all of those accounts online.

A Chase cardmember agreement (PDF)

How to go paperless with Chase

On chase.com, click the Profile & Settings icon, choose Account Settings, then Paperless. In the app, go to Profile & Settings, then Settings, open Account settings and select Paperless. Paper statements can keep arriving for a month or so after you switch.

To get paper again, deselect the document types you want printed under Paperless settings and click Save. If your paid checks used to come back with your checking statement, going paperless changes that to an image statement, with pictures of the check fronts printed on it.

Chase’s statements and paperless help page
A woman reads papers at a laptop in a bright home office lined with shelves.

What a Chase checking statement shows

Chase’s deposit account agreement explains what goes on a checking or savings statement and when accounts share one.

Chase’s deposit account agreement (PDF)
The statement period
Usually 28 to 32 days, and not always a calendar month. Check the dates on the statement before you compare one month with another.
Combined accounts
Checking, savings and CD accounts with at least one owner in common may be combined on a single statement, with or without a request from you.
Linked CDs
The balance of a linked CD appears on the monthly checking statement. The CD gets no statement of its own.
Your paid checks
Chase handles checks one of three ways. With check safekeeping the images are online only, an image statement prints the front of each paid check on the statement, and check enclosure sends the paper checks back with it.
J.P. Morgan Private Client accounts
The same deposit account agreement covers Chase personal and business accounts and J.P. Morgan Private Client deposit accounts.

Chase credit card statement

Card statements sit in the same Statements & documents list as your bank accounts. Chase’s own sample card statement shows what the first page holds:

  • Account Summary: the previous balance, payments, credits, purchases, cash advances, balance transfers, fees charged, interest charged and the new balance.
  • Payment information: the minimum payment due, the payment due date, a late payment warning and a minimum payment warning.
  • Your Account Messages and a Rewards Summary.
Chase’s sample card statement (PDF)

Chase mortgage statement

Mortgage statements are on chase.com for up to 7 years. Each one has a summary, an explanation of the amount due, ways to pay, and a Transaction activity section that lists each transaction with its date, amount and a short description.

Once a year Chase also sends an Annual Tax and Interest Statement. Your real estate taxes show in its Escrow Activity or Additional Amount section, and Form 1098 is under Tax documents in the mortgage account summary.

Chase’s mortgage statement page

Chase business bank statement

Chase’s deposit account agreement covers business accounts too, so the statement period and combined statement rules above apply to them. On Chase Performance Business Checking, getting your paid checks back with the statement costs $4 per statement period.

For merchant services, Chase Business Online lists up to the last seven years of statements, newest first.

Chase Business Online help

How to download Chase transactions to a spreadsheet

Chase Spending Planner can save your transactions as a file. On a computer it gives you the last two years as CSV, Quicken (QFX or QIF) or QuickBooks (QBO). On a phone it gives you a PDF of last calendar year’s transactions.

For months older than two years, or for the balances Chase printed each month, use the statement PDFs. The next section shows how to convert them.

Chase’s Spending Planner page

Convert a Chase statement to Excel

Save the Chase statements you need as PDFs and add them to a project in CounselPro. You get one row per transaction, with the date, description, amount, account and page number. Download the rows as a CSV to open in Excel or Google Sheets.

Chase can put checking, savings and CDs on one combined statement, so each row shows the last four digits of its account. On the free trial, each account is balanced to the opening and ending balances Chase printed, so you know every row is there before you download.

The customer and figures in this sample Chase statement are made up. On a computer, hover over a row to see the line it came from.

How the bank statement converter works
Sample Chase statement, 2 pages
JPMorgan Chase Bank, N.A.P O Box 182051Columbus, OH 43218 - 2051

March 1, 2026 through March 31, 2026Account Number: 000000555014821

00048213 DRE 703 219 09026 NNNNNNNNNNN T 1 000000000 64 0000DANA R WHITCOMBE1187 WEXFORD LN APT 3BMILLBROOK FALLS OH 44097

Customer Service Information

Web site:
Chase.com
Service Center:
1-800-555-0162
Para Espanol:
1-877-555-0139
International Calls:
1-713-555-0148

We accept operator relay calls

Checking SummaryChase Total Checking

Amount
Beginning Balance$4,218.36
Deposits and Additions5,630.00
Checks Paid-1,475.00
ATM & Debit Card Withdrawals-447.42
Electronic Withdrawals-2,556.24
Ending Balance$5,369.70

Deposits and Additions

DateDescriptionAmount
03/01PAYROLL DIRECT DEPOSIT$2,640.00
03/15PAYROLL DIRECT DEPOSIT2,640.00
03/22MOBILE CHECK DEPOSIT350.00
Total Deposits and Additions$5,630.00

Page 1 of 2

JPMorgan Chase Bank, N.A.P O Box 182051Columbus, OH 43218 - 2051

March 1, 2026 through March 31, 2026Account Number: 000000555014821

Checks Paid

Check No.DescriptionDate PaidAmount
1042 ^03/11$1,200.00
1043 ^03/24275.00
Total Checks Paid$1,475.00

If you see a description in the Checks Paid section, it means that we received only electronic information about the check, not the original or an image of the check.

^ An image of this check may be available for you to view on Chase.com.

ATM & Debit Card Withdrawals

DateDescriptionAmount
03/09CARD PURCHASE CORNER GROCERY$186.27
03/18ATM WITHDRAWAL200.00
03/27CARD PURCHASE FUEL STOP61.15
Total ATM & Debit Card Withdrawals$447.42

Electronic Withdrawals

DateDescriptionAmount
03/03ONLINE TRANSFER TO SAVINGS XX7710$500.00
03/05MORTGAGE PAYMENT ACH1,912.44
03/12ELECTRIC UTILITY AUTOPAY143.80
Total Electronic Withdrawals$2,556.24

Daily Ending Balance

DateAmount
03/016,858.36
03/036,358.36
03/054,445.92
03/094,259.65
DateAmount
03/113,059.65
03/122,915.85
03/155,555.85
03/185,355.85
DateAmount
03/225,705.85
03/245,430.85
03/275,369.70

Page 2 of 2

Your spreadsheet, 11 rows

counselpro-sample-bank-statement.csv
C13=SUM(C2:C12)
Transactions from the sample statement, Checking ••4821, March 2026, with the statement page each row came from
DateDescriptionAmountKindPage
3/1/2026PAYROLL DIRECT DEPOSIT2640.00credit1
3/15/2026PAYROLL DIRECT DEPOSIT2640.00credit1
3/22/2026MOBILE CHECK DEPOSIT350.00credit1
3/11/2026CHECK 1042-1200.00debit2
3/24/2026CHECK 1043-275.00debit2
3/9/2026CARD PURCHASE CORNER GROCERY-186.27debit2
3/18/2026ATM WITHDRAWAL-200.00debit2
3/27/2026CARD PURCHASE FUEL STOP-61.15debit2
3/3/2026ONLINE TRANSFER TO SAVINGS XX7710-500.00debit2
3/5/2026MORTGAGE PAYMENT ACH-1912.44debit2
3/12/2026ELECTRIC UTILITY AUTOPAY-143.80debit2
Net change1151.34
counselpro-sample-bank-statementSum: 1151.34Count: 1
Download the sample CSV
Opening balance
$4,218.36
Money in, 3 rows
$5,630.00
Money out, 8 rows
$4,478.66
What the rows add up to
$5,369.70
Ending balance printed on page 1:
$5,369.70

Off by $0.00, the month balances

Reviewing Chase bank statements for a case

Chase statements produced in a divorce, a bankruptcy or a fraud matter tend to arrive as one large PDF, with combined statements, card statements and check images mixed together. You get them back split into monthly statements and sorted by account, and you can see which months are missing.

Each check gets its own row, marked money in or money out. Click any row to open its statement page. On Premier and the Single Project, each month is balanced to the totals Chase printed, and anything the records can’t support is flagged for you.

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Chase statement questions

How do I get my Chase bank statement?

Sign in at chase.com, click the Main Menu icon and choose Statements & documents, then pick the year and the account. In the Chase Mobile app, tap Profile & Settings, then Statements & documents under Document manager. Each statement opens as a PDF.

How many years of Chase statements can I see online?

Up to 7 years, depending on the account type. Chase mortgage statements are also on chase.com for up to 7 years.

Why does my Chase statement not cover a full calendar month?

Chase’s statement period may or may not be a calendar month. In most cases it runs from 28 to 32 days.

Why is my savings account on my Chase checking statement?

Chase may combine checking, savings and CD accounts that share at least one owner on a single statement, with or without a request. A linked CD shows its balance on the checking statement and gets no statement of its own.

When will Chase stop mailing my paper statements?

After you switch to paperless, Chase says it may take a month or so for paper statements to stop arriving.

Can I download Chase transactions to Excel?

On a computer, Chase Spending Planner downloads the last two years of transactions as a CSV file, which opens in Excel. For older months, convert the statement PDFs in CounselPro and download the rows as a CSV. Your first 50 pages are free.

Is CounselPro part of Chase?

No. CounselPro is an independent company and is not affiliated with JPMorgan Chase Bank, N.A. The steps on this page come from Chase’s own help pages, checked November 5, 2026.

Turn your Chase statements into a spreadsheet

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