How to Upload Your Citi Statement to Monavio
Follow these steps to download your Citi (United States) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Sign on to Citi online banking to see your statements.
- 2
Find the statement you need. Eligible checking and savings account statements can be viewed as PDF online.
- 3
Keep a copy of the statement PDF and upload it to Monavio.
Tips & Common Issues
- ✓ Eligible checking and savings accounts offer up to 24 months immediately. Archived statements become available 24–48 hours after request; some account types are excluded.
- ✓ For Citi card statements, the past 12 months are downloadable, with online access up to 7 years. Card statement formats include PDF, Quicken and Microsoft Money.
Frequently Asked Questions
How do I get a Citi bank statement?
Sign on to Citi online banking to see your statements. Find the statement you need. Eligible checking and savings account statements can be viewed as PDF online.
How much checking and savings history is available?
Eligible checking and savings accounts offer up to 24 months immediately. Archived statements become available 24–48 hours after request; some account types are excluded.
Which formats and history are available for Citi card statements?
For Citi card statements, the past 12 months are downloadable, with online access up to 7 years. Card statement formats include PDF, Quicken and Microsoft Money.
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