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How to Access Your Chase Bank Statements: A Complete Guide

Zawwad Ul Sami

• 4 min read
How to Get Bank Statement from Chase

Let’s face it—bank statements aren’t exactly thrilling reading material, but they’re crucial for keeping your financial life in order. 

Whether you’re hunting down a mysterious transaction, prepping for tax season, or just trying to figure out where all your money went last month, knowing how to access your Chase bank statements is a skill worth having.

The good news? Chase makes it pretty easy with a range of flexible options, from paperless statements to retrieving records from way back. 

In this guide, we’ll walk you through the process step by step—because managing your money shouldn’t feel like solving a mystery.

Go Paperless with Chase Bank

Switching to paperless statements is an easy way to manage your finances more efficiently while doing a little good for the planet. Here’s how to enable paperless statements using either the Chase Mobile App or a desktop/mobile browser.

Using the Chase Mobile App

Primarily, you can use the Chase Mobile App when you're on the go to help you access your bank statements. Here is how: 

  1. Log In: Open the Chase Mobile App and log in with your username and password.
  2. Navigate to Account Management: Tap on your profile icon or menu, then select “Account Management.”
  3. Enable Paperless Statements: Look for the “Paperless Statements” option, and select the accounts you’d like to switch to paperless. Review and give your consent to go paperless.
  4. Access Your Statements: Once paperless is enabled, you can view your statements anytime by navigating to the “Statements” section within the app.

Benefits of Going Paperless:

  • Eco-Friendly: Save paper and reduce clutter.
  • Instant Access: Get notifications as soon as your statement is ready.
  • Convenience: No more waiting for the mail—everything is stored securely in your account.

Using a Desktop or Mobile Browser

You can also use your desktop to download the bank statements you will need. Below are the steps how: 

  1. Log In to chase.com: Visit chase.com and log in with your credentials.
  2. Access Paperless Settings: Navigate to the top menu, click on your profile icon, and select “Profile and Settings.”
  3. Find the Paperless Option: Under “Paperless,” select the accounts you want to switch to paperless. Review the terms and give your consent.
  4. View Your Statements: After enabling paperless, go to the “Statements” section under each account to view or download your records.

Pro Tip: If you manage multiple accounts (e.g., credit cards, checking, or savings), you can select them all at once for paperless enrollment.

Retrieve Older Chase Bank Statements

Sometimes, you need to dig into the archives to find an old bank statement. Chase offers several convenient ways to access older statements, whether you prefer visiting a branch, making a quick call, or using online tools.

5 Convenient Ways to Access Old Statements

Below are the 5 easy and convenient ways you can retrieve your old bank statements. 

In a Chase Branch

  • Printed Copies: Visit a Chase branch to request printed copies. Note that there’s a $6 fee per statement.
  • Mailed Statements: Alternatively, request mailed statements for free. These typically take 7–14 business days to arrive.

Via Phone

  • Call Chase Customer Service at (800) 935-9935 to request mailed copies of older statements.
  • Allow 7–14 business days for delivery, just like the in-branch request.

Online via Chase.com

  • Log In: Access your account at chase.com.
  • Navigate to “Statements and Documents”: Under the specific account, select the “Statements” option.
  • Filter and Download: Choose the desired year and month, and download your statement in PDF format.

Through the Mobile App

  • Log In: Open the Chase Mobile App and sign in.
  • Find Statements: Select the account you’re looking for, swipe through the menu, and choose “Statements.”
  • Select Older Years: Scroll or swipe to access statements by year and month.

Accessing Statements Older Than 7 Years

  • For statements older than seven years, you’ll need to call Chase Customer Service. These historical records may take additional time to retrieve.

Why Convert Your Bank Statement PDFs to Excel/CSV?

Chase provides bank statements in PDF format, which are great for viewing but far from ideal for deeper financial tasks. Converting these PDFs to Excel or CSV allows you to:

  • Sort and Analyze Transactions: Filter by date, category, or amount for better insights.
  • Import Data into Budgeting Tools: Use CSV files with tools like Mint, YNAB, or QuickBooks.
  • Create Custom Reports: Excel gives you the flexibility to rearrange columns, apply formulas, and generate charts for better visualization.

If you’re serious about organizing and managing your finances, Excel or CSV formats offer the flexibility and efficiency you need.

How to Convert Using an Online Tool

Online tools make converting Chase bank statements quick and easy. Popular options like Convert My Bank Statement simplify the process. Here is how: 

  1. Choose a Tool: Visit a trusted platform, such as Convert My Bank Statement 
  2. Upload Your PDF: Click the “Upload” button and select the Chase bank statement PDF from your computer or device.
  3. Select Output Format: Choose Excel (.xlsx) or CSV (.csv) as your preferred format.
  4. Convert the File: Start the conversion process. Most tools will process the file within seconds to a minute.
  5. Download the Result: Save the converted Excel or CSV file to your computer or cloud storage.

Conclusion

Accessing your Chase bank statements doesn’t have to be a complicated process. 

Whether you’re switching to paperless, retrieving older statements, or converting PDFs into more functional formats like Excel or CSV, Chase offers plenty of flexible options to meet your needs. 

By following the steps in this guide, you’ll save time, reduce stress, and have your financial data organized and ready when you need it—whether it’s for budgeting, taxes, or simply staying on top of your spending.

FAQs

1. Can I access my Chase bank statements without an internet connection?

Yes, but only if you’ve already downloaded your statements beforehand. You can store them locally on your device or print them for offline access.

2. Is there a fee for requesting multiple older statements from Chase?

Chase typically charges $6 per statement for printed copies requested in-branch. However, mailed statements for past records (7–14 business days) are usually free, depending on your account type.

3. Can I download Chase statements directly into budgeting software like QuickBooks?

Not directly. You’ll first need to download your statement in PDF format and convert it to a CSV file, which can then be imported into budgeting tools like QuickBooks or Mint. Some tools may allow direct syncing with Chase accounts for transaction tracking.

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