How to download statements from Credit Union of Texas

Headquartered in Allen, Texas, Credit Union of Texas is a member-owned credit union. Members receive account statements as PDF documents in online banking. This page covers getting the statement PDF out of Credit Union of Texas — where it lives, which periods you can get, and what to do with it next.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

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.

Downloading a Credit Union of Texas statement PDF, step by step

Sign in to the Credit Union of Texas website and mobile app. Use the website for a long history — the archive there is usually deeper than the app's, and saving many files is faster with a keyboard.
Open the account and its documents. Look for Statements and Documents. If several accounts share the sign-in, statements are filed separately under each one.
Take the issued PDF, not the print view. Print views reflow the table and can drop the balance lines. The issued PDF is the document the converter is built to read.
Save one file per period. Resist the combined printout. Separate monthly files keep each period's opening and closing balances intact for the check.
Convert a single month as a pilot. Run one PDF through the converter and read its reconciliation result; a clean pilot makes the full download a formality.
Then complete the set. Download the remaining months, convert them as a batch, and file the originals unchanged.

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

Monthly, quarterly and combined statements

Not everything statements monthly. Savings-only and some member accounts may statement quarterly, and some banks issue combined statements that cover several accounts in one PDF. A combined document converts account by account — each account's section has its own balances — so download it once and convert each account's pages as its own statement.

How member statements are put together

Credit unions statement the membership, not just the account: a Credit Union of Texas statement typically combines share savings, checking and sometimes loan activity in one document, opening with a summary of each account. When you convert, treat each account's section as its own statement — each carries its own balances and its own check. Members whose only account is a share savings account may be statemented quarterly rather than monthly, which matters when you are chaining a year together. A Credit Union of Texas statement typically opens with a per-account summary, then lists each account's transactions in date order with its own balances — members with only a share savings account may be statemented quarterly. From its headquarters in Allen, Texas, Credit Union of Texas issues statements per account and per period through online banking.

Before you download: a two-minute checklist

Download the month before your start date too — its closing balance is your opening proof.
Write down each account's cycle closing day; statement months and calendar months drift apart.
If two accounts share a nickname in online banking, rename the files by account number tail as you save them.
Keep a simple list of what you downloaded: account, months, file count. Gaps are visible on a list and invisible in a folder.

What a transaction list is not

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 and Documents for anything that has to be proven; keep transaction exports for quick lookups.

Questions and answers

Where are statements in Credit Union of Texas online banking?

After signing in to the Credit Union of Texas website and mobile app, open the account and look for Statements and Documents (or Documents / eStatements). The step-by-step section above walks the pattern; exact menu labels change over time.

How far back can I download Credit Union of Texas 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.

Should I download one combined file or separate months?

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.

What file should I send my accountant — PDF or converted?

Both. The PDF is the record; the converted Excel or CSV is the working file. Sending the pair means any figure can be traced back to the bank's own document in one step.

How many statements should I send for a full-year cleanup?

Thirteen per account: the twelve months of the year plus the December statement before it, whose closing balance proves the year's opening figure. Add any account that was open for part of the year, including ones closed mid-year.