To complete your business financing application, our underwriting department requires a PDF of your last four business bank statements. You can obtain these files from your bank’s online account portal.
While the process may differ slightly depending on your bank, the general steps are as follows:
Step 1:
Log in to your bank’s online portal.
Step 2:
Navigate to the section for statements or account documents.
Step 3:
Locate your last three business bank statements and select the option to “Save” or “Download” each as a PDF.
If your bank doesn’t offer the ability to download your statements, contact your bank directly to request they email you a PDF copy of your four most recent bank statements.
We are here to assist—reach out if you have questions or need further guidance!
Visit your bank’s website for more information.
