How to download statements from Atlantic Union Bank

Atlantic Union Bank is a regional bank headquartered in Richmond, Virginia. Like most US banks, it issues monthly statements as PDFs through online banking. When a bookkeeper, lender or tax preparer asks for statements, this is the errand: get complete statement PDFs out of Atlantic Union Bank, in order, with nothing missing. Here is how, plus what the archive will and will not give you.

Downloading a Atlantic Union Bank statement PDF, step by step

Sign in on the website. Apps sometimes show a shorter archive than the full website. For older months, sign in on a computer first.
Go to the account's documents area. Look for Statements & Documents, Documents or eStatements on the account page — the wording varies, the location does not: it hangs off the account, not the profile.
Set the period, month by month. Download each closing month as a separate PDF. One combined printout blurs the per-month balances the reconciliation check relies on.
Name files as you save them. A simple pattern — account, year, month — saves real time when a year of statements lands in one folder.
Upload and convert. Add the PDFs to the converter above. Check each statement's reconciliation result as it comes back.
Keep the originals untouched. Converted files are working copies. The bank-issued PDFs stay exactly as downloaded, as the record.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Getting history beyond the recent months

For catch-up work the limiting factor is rarely conversion — it is archive depth. Online banking usually keeps a rolling multi-year archive of statement PDFs. Older than that, request research copies from the bank; if they arrive as paper or scans, the converter reads them with OCR and reconciles the result against the printed balances exactly as it does for digital PDFs.

What statements this bank issues

Expect the standard regional-bank set: monthly statements for checking and savings with opening and closing balances and a running balance on most layouts, card statements on the Previous / New Balance pattern where the bank issues its own cards, and periodic statements for CDs and money market accounts. Each type converts separately, against its own balances. Deposit statements at Atlantic Union Bank typically carry opening and closing balances with activity in posting order; card statements, where the bank issues its own cards, use Previous and New Balances. Atlantic Union Bank (Richmond, Virginia) files its statements in the documents area of online banking, organized by account and closing date.

Before you download: a two-minute checklist

Write down each account's cycle closing day; statement months and calendar months drift apart.
Save the December statement even if the job starts mid-year — year-end work always asks for it.
If two accounts share a nickname in online banking, rename the files by account number tail as you save them.
Note any account that changed product or name mid-period; its statements may sit under two headings in the archive.

Downloading statements for someone else's books

If you are the client reading this because your bookkeeper or accountant asked for statements: download the full set in one sitting, every account and every month on their list, and send the PDFs exactly as the bank issued them. Do not photograph pages, do not merge months into one file, and do not edit anything out — a missing transaction is far more expensive than an embarrassing one, and your bookkeeper works under confidentiality either way. If a month is missing from the archive, say so; a known gap is a solvable problem.

Questions and answers

How far back can I download Atlantic Union Bank statements?

Online archives typically cover several years. For older periods, request research copies from the bank — paper or scanned copies convert through OCR with the same balance check.

Can I download Atlantic Union Bank statements for my bookkeeper?

Yes — that is the normal flow. Download the PDFs and send them as issued; your bookkeeper converts and verifies them. Never send online banking passwords; statements are all a bookkeeper needs from the bank.

Does Atlantic Union Bank charge for old statements?

Recent statements in online banking are self-serve. Research copies of older or closed-account statements are a bank service and policies vary — ask before ordering a long history, and check the online archive first.

Can I get statements in a spreadsheet directly from the bank?

Many banks offer a transaction download in CSV or OFX alongside the PDF statements. That covers recent activity, but the PDF statement remains the document with balances — the thing reconciliation is checked against.

Why does my Atlantic Union Bank statement month not match the calendar month?

Statements close on a cycle date set by the bank, which is often a few days before or after month end. Work in statement periods when you import — the closing date on the document is the period's end, whatever the calendar says — and let the balance chain, not the calendar, tell you whether a month is missing.