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Everything starts with the PDF. Here is where Raymond James Bank keeps its statements, how far back the archive reaches, and how to pull exactly the months you need.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
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.
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. A Raymond James Bank statement typically shows the balance after each transaction on deposit accounts, so the closing figure can be traced row by row through the month. Raymond James Bank is headquartered in St. Petersburg, Florida, and its statements are issued centrally — the same document family serves every branch and channel.
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.
After signing in to Raymond James Bank online banking and the mobile app, open the account and look for Statements (or Documents / eStatements). The step-by-step section above walks the pattern; exact menu labels change over time.
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.
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.
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.
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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.