How to Download Bank Statements (Chase)

Step 1: Log in to Your Chase Online Account

1. Launch your web browser and go to the Chase Online login page.

2. Enter your login credentials (username and password) to access your account.

Step 2: Select the Desired Account

1. From the list of accounts, click on the account for which you wish to download the statement.

2. The account summary and recent transactions will be displayed.

Step 4: Choose the Statement Period

1. Locate the "Statements" section and select the desired statement period from the available options (e.g., last month, last 3 months, custom range).

2. Click on the corresponding "View Statement" or "Download Statement" button to proceed.

Step 5: Verify the Statement

1. A PDF version of your selected statement will open in a new window.

2. Review the statement to ensure it covers the correct period and contains the relevant transactions.

Step 6: Download the Statement in PDF Format

1. Once you have verified the statement, click on the "Download" or "Save" icon.

2. Select "Save as PDF" from the drop-down menu, and choose the destination on your computer where you want to save the file.

3. Rename the file if desired, and click "Save" to complete the download process.

Step 7: Organize the Downloaded Statements

1. To maintain an organized record of your statements, create a dedicated folder on your computer to store the downloaded PDF files.

2. Rename the downloaded files with a clear and consistent naming convention (e.g., "Chase_Statement_MM-YYYY.pdf") to identify the period covered by each statement easily.

Please follow these guidelines carefully when downloading your bank statements from Chase Bank and converting them into PDF format. By adhering to this SOP, you can maintain consistent and efficient statement management, leading to better financial record-keeping and easier access to historical data.