How to access the financial documents you need for the funding you wantWhat to do after you get approved for business financing

1West helps you reach more lenders and browse better options from the comfort of your home—but you’ve got to submit your three most recent bank statements to be considered for funding.

In this guide, we’ll show you how to effortlessly export your bank statements from several major banks right from your mobile device and upload them to 1West.

Chase Bank

Here’s how you can export bank statements using the Chase mobile app:

1. Download and log in to your Chase Mobile^® app and navigate to your account details.
2. Access your statements. Select “Statements” from the account options (it might be under “More Options”).
3. Download your statements. Choose the statement period, download the statement in PDF format, and save or share as needed.

Bank of America

To export your Bank of America bank statements using the mobile app, you can follow these steps:

1. Download and open the Bank of America app. Head to the “Statements & Documents” section under the “Accounts” tab.
2. Select your statement. Choose the needed statement organized by date.
3. Download and save. Download the statement in PDF format and save it to your device.

Wells Fargo

To export your Wells Fargo bank statements using the mobile app, follow these steps:

1. Download the Wells Fargo Mobile^® app from the App Store or Google Play, or get a download link by texting “IPH” for Apple or “AND” for Android to 93557. Log in with your credentials.
2. Navigate to statements. Access “Statements & Documents” from the account services menu.
3. Download your statements. Select the statement period, download the PDF file, and view or manage it as needed.

Citibank 

To export your Citibank bank statements using the Citi Mobile App, follow these steps:

1. Download the Citi mobile app and head to “Account Summary” on your home screen.
2. Access your statements. Select your account and use “Filter Transactions” to specify the statement period.
3. Download your statements. Set the file format to PDF and download the statements.

U.S. Bank

To export your U.S. Bank statements using the mobile app, follow these steps:

1. Download the U.S. Bank app and head to “Statements & Docs” from the main menu.
2. Select e-statements. Choose “e-Statements” and pick the account you want to access.
3. Download your statements. View and download the available statements directly.

PNC Bank

1. Download the PNC Mobile App and navigate to your account details.
2. Find statements. Access the “Statements” or “Documents” option.
3. Select and download statements. Select the statement period, download in PDF format, and save to your device or cloud storage.

TD Bank

To export your TD Bank statements using the TD Bank mobile app, follow these steps:

1. Download the TD Bank app and go to “Statements & Documents.”
2. Access statements. Choose the account and the statement period you need.
3. Download statements. Download the statement in PDF format.

Capital One

To export your Capital One bank statements using the mobile app, follow these steps:

1. Download the Capital One mobile app, log in, and select the relevant account.
2. Access statements. Navigate to “Statements” at the bottom of the account page.
3. Download statements. Select the statement period, download it in PDF format, and save or print as needed.

These steps will allow you to view and manage your bank statements directly from your mobile device, making it easy to collect the bank documents you need for the funding you’re after.

Uploading your bank statements at 1West.com

To upload your bank statements on iPhone, follow these steps: First and foremost, take a moment to celebrate!

Step 1: Choose “Upload” next to Bank Statement

Step 2: Select “Choose File”, unless you have printed bank statements you will take a photo of. 

Step 3: Choose your bank statement from your files

Step 4: Repeat 3 times until you’ve uploaded all statements required

Reach out for help

If you have any questions along the way, we’re here to help. You got this.

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