Downloading monthly statements

Monthly statements are generated for each account between the 1st and 3rd of each month. You can also generate custom statements that show a narrower date range within the current month. Statements include account and routing numbers for the selected account, as well as all transaction activity from the stated date range.

Click on your menu in the top left-hand corner of your dashboard and go to Documents & Data. You can also go to a specific account page, click the View Documents to download monthly statements.
Select an account from the dropdown to view all statements for the year.
Hover over or select the monthly statement you'd like downloaded. Select multiple if needed and click Download.
1. You'll also see the option to share the selected statements with recipients without needing to download and sending via email.

Accounts created after the 1st will not have a statement available until the following month. To download a statement for the current month, click Generate a custom statement. If you need a custom statement for a wider date range, email help@mercury.com.