Statements

Get monthly account statements

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See the Connectivity Overview to learn about our Connectivity products and integration options.

Integrate using the Connect Widget

Use the Connect Widget and Platform API to let end users connect to their accounts.

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Integrate using the Platform API

Use the Platform API to power a non-MX UI connection experience.

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With Statements, you can connect to an end user's financial institution and retrieve monthly account statements in PDF format. This data can be used as part of a number of solutions including personal financial management or risk analysis.

Diagram flow of the steps to get account statements

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Statement Sample Data

This sample response shows the data you can expect to get for statements, in addition a PDF copy of a given statement.


_12{
_12  "statement": {
_12    "account_guid": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1",
_12    "content_hash": "ca53785b812d00ef821c3d94bfd6e5bbc0020504410589b7ea8552169f021981",
_12    "created_at": "2016-10-13T18:08:00+00:00",
_12    "guid": "STA-737a344b-caae-0f6e-1384-01f52e75dcb1",
_12    "member_guid": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b",
_12    "updated_at": "2016-10-13T18:09:00+00:00",
_12    "uri": "uri/to/statement",
_12    "user_guid": "USR-fa7537f3-48aa-a683-a02a-b18940482f54"
_12  }
_12}