Retrieve a Statement

Retrieves the account statement by passing the account id.
Accounts
Retrieve a Statement
 last updated: 
October 27, 2022

Statements are generated at the end of each month. For example, if the account was created on Aug 10, 2022, the first statement would be available on Sep 1, 2022.

You can retrieve an account statement by:
- passing the year and month parameter as yyyy/mm
- passing the export parameter as export=json or export=pdf

Export options:
- pdf
- csv
- json (default)

ENDPOINT

  1. GET /v1/account/:id/statement/2021/12?export=json

RESPONSE

  1. {
  2.   "accountId": "acc-63d656eb-fedc-4250-8111-48a5ff0faed9",
  3.   "accountNumber": "9990001157174403",
  4.   "routingNumber": "084106768",
  5.   "label": "Main Account",
  6.   "openingBalance": "0.00",
  7.   "closingBalance": "1000.00",
  8.   "startDate": "2021-12-01",
  9.   "endDate": "2021-12-31",
  10.   "transactions": [
  11.     {
  12.       "id": "txn-17fb86b0-2a08-4079-848b-a0895df6abe3",
  13.       "txnType": "credit",
  14.       "title": "Account Opened",
  15.       "amount": "1000.00",
  16.       "transferType": "intrabank",
  17.       "subType": "accountCreationCredit",
  18.       "description": "Account Opened",
  19.       "accountId": "acc-63d656eb-fedc-4250-8111-48a5ff0faed9",
  20.       "businessId": "bus-0fc3d3cb-f2bf-407b-8377-77acc57f5ea6",
  21.       "programId": "prg-b9f17601-4717-460e-bda5-9598f6f6db28",
  22.       "personId": "per-3ebfa3d2-5d36-411d-984a-9e3a328011c5",
  23.       "balance": "1000.00",
  24.       "intrabank": {
  25.         "transferId": "tra-8011cfd3-29b8-49b3-a80f-a3ca9b92e816",
  26.         "contactId": "",
  27.         "name": "solid banking",
  28.         "routingNumber": "084106768"
  29.       },
  30.       "ach": null,
  31.       "card": null,
  32.       "createdAt": "2021-12-15T21:20:35Z",
  33.       "txnDate": "2021-12-15T21:20:35Z",
  34.       "status": "settled",
  35.       "domesticWire": null,
  36.       "internationalWire": null,
  37.       "digitalCheck": null,
  38.       "physicalCheck": null,
  39.       "parentTxnId": "",
  40.       "reviewCode": "",
  41.       "reviewMessage": "",
  42.       "accountCreatedPersonId": "",
  43.       "debitCard": null,
  44.       "solidCard": null,
  45.       "initiatedByPersonName": "",
  46.       "parentTransferId": ""
  47.     }
  48.   ],
  49.   "totalCredit": "503.55",
  50.   "totalDebit": "93.00"
  51. }