• 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:
    6. 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:
    7. 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