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City National Bank, a regional bank based in Los Angeles, California, delivers account statements as PDFs through its online banking portal. When a bookkeeper, lender or tax preparer asks for statements, this is the errand: get complete statement PDFs out of City National Bank, in order, with nothing missing. Here is how, plus what the archive will and will not give you.
Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
When statements are wanted for an application — a mortgage file, a tenancy, a visa — completeness beats speed: underwriters and case workers read the pages in order and notice gaps. Download the full statements for every month requested, including the pages carrying balances and account identification, and keep the original PDFs unedited; annotations belong on copies. The converted files are for your own working numbers, never a substitute for the bank's document.
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. City National Bank statements typically list transactions chronologically with a running balance on deposit accounts, and print opening and closing balances for the period. The institution is based in Los Angeles, California; its statement archive is organized per account, newest period first.
Online banking offers two different things that are easy to confuse: a transaction list (the running activity view, exportable as a spreadsheet) and the statement, a fixed document the bank issues for a closed period. Only the statement carries the printed opening and closing balances that reconciliation is checked against, and only the statement is the document lenders, landlords and underwriters ask for. Download the statement PDFs from Statements for anything that has to be proven; keep transaction exports for quick lookups.
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.
Closed-account statements usually require a direct request to the bank, since online access often ends at closure. The PDFs or scans they provide convert the same way.
Separate months. Each monthly statement carries its own opening and closing balances, which is what the verification works from — and month-by-month files import in order without surgery.
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.
Usually, yes. The converter detects pages stored rotated and reads them in their displayed orientation; a genuinely sideways scan is reported honestly rather than guessed at. If a page is flagged, re-scanning that page flat and upright is the reliable fix.
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Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.