How to Upload Your Chase Statement to Monavio
Follow these steps to download your Chase (United States) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Sign in to Chase online banking or the Chase app.
- 2
On the web, open “Statements & documents” from the main menu, choose the year and account, then use the “Open” or “Save” icon for the PDF.
- 3
In the app, open “Profile & Settings” → “Document manager” → “Statements & documents” → “Statements”, then choose the account, year and statement.
- 4
Keep a copy of the statement PDF and upload it to Monavio.
Tips & Common Issues
- ✓ Up to 7 years of statements are available, depending on account type.
- ✓ Paperless enrollment is separate from viewing statements. Paper delivery can take about a month to stop after switching.
Frequently Asked Questions
How do I get a statement on the web?
On the web, open “Statements & documents” from the main menu, choose the year and account, then use the “Open” or “Save” icon for the PDF.
Where are statements in the Chase app?
In the app, open “Profile & Settings” → “Document manager” → “Statements & documents” → “Statements”, then choose the account, year and statement.
How much statement history is available?
Up to 7 years of statements are available, depending on account type.
Does viewing online statements stop paper delivery?
Paperless enrollment is separate from viewing statements. Paper delivery can take about a month to stop after switching.
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