How to Download the First Republic Bank Statement PDF to Excel or CSV

Turning your First Republic Bank statement PDFs into Excel (CSV) files might appear challenging, but it’s simpler now thanks to modern online banking tools. These services allow you to swiftly transfer your bank statement into Excel, making your financial data easier to manage and access.

This guide will walk you through converting your PDF bank statements to Excel or CSV files, simplifying your financial documentation process. 

Download the Statement From First Republic Bank

Option 1: Use Internet Banking to Download Your Statement

Here’s how to download your bank statements from First Republic Banking online:

1. Sign into First Republic Banking Online.
2. Go to the “setting” menu and select “Document Preferences”.
3. Click to agree to the E-Consent Agreement on the Document Preferences page.
4. Once you’ve enrolled, deselect any accounts set to receive print copies and then click “save”.
5. From the navigation menu on the left, choose “Online Statements”, then click “View or Download (PDF)”.
6. Use “Select All” if you want to download all statements for the current account, or “Download All Selected” for specific statements. 

Note: Your account statement can be viewed in PDF or HTML format. Typically, the PDF version is available three to five days after the HTML version.

Option 2: Use the First Republic Bank App to Download Your Statement

You don’t have to wait for a paper statement anymore. With the First Republic Bank mobile app, you can view, download, and print your account statements right from your phone.

Here’s how:

1. Open the First Republic Banking app and log in. 
2. At the bottom of your home screen, tap the “Profile” tab.
3. Go to document preferencesPaperless then accept the E-sign Consent.
4. After selecting which accounts to receive a digital statement for, tap “Save.”
5. Head back to the dashboard and select the account you want to view.
6. Choose “Statements & Documents” from the option provided.
7. Now, you can select and download your statements in PDF format.

Convert your First Republic PDF Bank Statement to Excel or CSV

You have two options for turning your First Republic Bank statement into an Excel document. You can do it manually, which might take more time and potentially lead to less clear outcomes.

Alternatively, use an online conversion tool such as Convert My Bank Statement to streamline the process, allowing you to convert your statements into PDF or CSV formats efficiently. 

Conclusion

You can quickly convert your First Republic Bank Statement to Excel using a bank statement PDF converter. This tool works with any PDF bank statement, and how much you can use it depends on your subscription level.