You can download statements for your currencies and jars for a 365-day period at a time from the website or app.
If you need statements for a period longer than 365 days, you'll need to download multiple statements, each covering a maximum of 365 days. The statement will show all transactions, including any hidden activities.
The statements will only include transactions that were made via Wise currency accounts. If you need a list of all activities including the ones done via external payment methods, you can download a list of transfers from your Transactions page.
How to download statements
You can download your statement in two different ways.
Directly from the currency or jar:
Click on the currency or jar you want the statement for
Select the three dots in the top-right corner
Select Statements and reports (You can also select Statement of fees as a separate document)
Select the type of document you want
You would need to enter your Wise password to confirm the download
From the home screen:
Click on your initials in the top corner
Select Statements and reports (you can also select Statement of fees as a separate document)
Select Statements
On the app you'll be directed to create a statement. On the web, there’s three available options under Statements:
Create a statement
Select this option to generate a new statement where you can choose specific currencies/jars, time periods, file formats, and languages. All statements you create using this option will appear in the Custom tab for easy access.
You'll need to enter your Wise password to confirm the download. For accounting statements, tick the box to have fees shown separately.
Available file formats:
Web: PDF, XLSX (Excel), CSV, MT940, QIF, or CAMT.053 (version 10 only)
App: PDF, CSV and XLSX (Excel)
Custom
This shows statements you've generated using your preferred filters (file format, language, currencies, etc.) that you can download again. These statements are stored on the page and ready to download for 30 days. You can always create a new statement whenever you need - no need to wait for one to expire.
Monthly
It auto-generated PDF statements for all your balances and jars (created automatically on the 1st of each month). These are only available if you've enabled automated statements.
How do I set up automated statements?
On the web, click on your initials in the top corner
Select Notifications and then click Statements
Enable Statement Email Reminders
How do I download multiple statements?
On the Web, you can select multiple currencies and jars at once to download statements all in one go.
On web, click on your initials in the top corner → Statements and reports → Statement
Choose the currencies and jars you need the statement for and select the time period
Depending on the size of your statements, you’ll either be able to download the zip file immediately or receive an email with a link to download
How do I get an official signature?
You can also add an official signature to the statement. Tick the Stamp and sign this document box at the bottom of the statements screen. We'll need to verify your address if it hasn't been verified before.
Looking to get account ownership document instead? Check here
For any other document, please contact us.