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How to download your bank statements

Every bank buries the statement download somewhere different, and none of them make it obvious. These are the click paths, bank by bank. They work whatever you do with the file afterwards — Pare reads statements instead of asking for your bank login, but a PDF or OFX export is useful in any tool, including a spreadsheet.

One honest note on coverage: Pare's PDF parsers are tuned for Canadian banks and American Express. For US institutions the reliable path is the OFX/QFX export rather than the statement PDF, and each guide below says so. If your bank isn't listed at all, the OFX/QFX guide covers the universal export that nearly every bank offers.

Canada

CIBCPDF (recommended). CIBC also offers OFX/QFX export from account activity.PDF TUNED →RBCPDF (beta) and OFX/QFX (recommended).PDF BETA · OFX SAFER →TDPDF (beta) and OFX/QFX (recommended).PDF BETA · OFX SAFER →ScotiabankPDF (beta) and OFX/QFX (recommended).PDF BETA · OFX SAFER →BMOPDF (beta) and OFX/QFX (recommended).PDF BETA · OFX SAFER →TangerinePDF (beta) and OFX (recommended).PDF BETA · OFX SAFER →WealthsimplePDF (beta).PDF BETA · OFX SAFER →

United States

ChaseOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →Bank of AmericaOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →Wells FargoOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →CitiOFX/QFX where offered. PDF statements exist but Pare can't parse them.OFX / QFX →Capital OneOFX/QFX where offered. PDF statements exist but Pare can't parse them.OFX / QFX →U.S. BankOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →PNCOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →DiscoverOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →AllyOFX/QFX (recommended). PDF statements exist but Pare can't parse them.OFX / QFX →Charles SchwabOFX/QFX where offered. PDF statements exist but Pare can't parse them.OFX / QFX →TruistOFX/QFX where offered. PDF statements exist but Pare can't parse them.OFX / QFX →Navy FederalOFX/QFX where offered. PDF statements exist but Pare can't parse them.OFX / QFX →

Any bank

American ExpressPDF (recommended).PDF TUNED →Any other bankOFX / QFX.OFX / QFX →

Why statements, not a bank login

Most finance apps ask you to hand over your online-banking credentials to an aggregator. Pare reads the statement files you download yourself, so nothing ever connects to your bank on your behalf. It's a little more work once a month, and it's the whole point.