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Univest Bank, a regional bank based in Souderton, Pennsylvania, delivers account statements as PDFs through its online banking portal. Bookkeeping, applications and cleanups all start the same way: with the bank-issued statement PDF. This page is the field guide to getting yours out of Univest Bank intact.
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. Univest Bank statements typically list transactions chronologically with a running balance on deposit accounts, and print opening and closing balances for the period. Univest Bank (Souderton, Pennsylvania) files its statements in the documents area of online banking, organized by account and closing date.
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.
After signing in to the Univest Bank 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.
The digital PDF is always the cleanest input. A paper statement can be scanned flat at a steady resolution and converted through OCR; its result goes through the same reconciliation check, and flagged rows should be reviewed against the scan.
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.
Either reaches the statements, but the website's archive is often deeper and multi-month downloading is faster with a keyboard. Use the app for single recent months, the website for history.
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.