Downloading statements sounds trivial until a year of them has to agree with itself. This guide covers the WSFS Bank archive properly: where statements live, which file to take, and how to keep a long download complete.
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. A WSFS Bank statement typically runs as one dated history — deposits, withdrawals and fees in posting order — with the balance shown per transaction on most layouts. WSFS Bank (Wilmington, Delaware) files its statements in the documents area of online banking, organized by account and closing date.
Online access usually ends when an account closes, and with it the self-serve archive. Former customers can typically still obtain statement copies by request — expect identity verification and a research turnaround rather than an instant download. Order them before the cleanup deadline, not during it. When the copies arrive as paper or scans, they convert through the OCR route and are reconciled against their printed balances like any other statement.
It adds the extracted transactions to the statement's opening balance and compares the result with the closing balance — and checks running balances row by row where printed. Downloads that do not tie are flagged, never passed silently.
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.
Common causes: the account statemented quarterly in that period, the account was opened or closed mid-cycle, or the statement sits under a combined-statement view. Check the neighbouring months' balances — if they chain, the period is covered.
Usually the download was interrupted, or the file is a print-view export rather than the issued PDF. Re-download from the statements area; if the bank offers both a print and a PDF option, take the PDF.
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.