You can export up to 15 months of transaction history for your accounts. For older transactions, refer to your account statements.

To export as a CSV or PDF file for a single account:

  1. Go to Accounts Transaction History
  2. Select an Account from the drop down
  3. Select a date range under Transaction Search > Search
  4. Select an Export Format 
  5. Click Export Transactions

It will take a few minutes to generate the export file, then you can:

  • Refresh > View Report to download

To export as a BAI2, QIF or PDF file for one or more accounts:

  1. Go to File Transfer Export
  2. Click Request Transaction History File
  3. Select the accounts under Available for Export 
  4. Set a date range under Select Processing Date
  5. Choose a File Format
  6. Click Request File

It will take a few minutes to generate the export file, then you can:

  • Refresh > View Report to download

To access a file you’ve already exported:

  1. Go to File Transfer Export
  2. Select the File Name to download