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View statements

This step-by-step guide is here to help make your Civic experience faster and easier! Your experience may be slightly different than this guide, depending on the device you’re using. If you need additional help, contact us at 844-772-4842.

Device instruction type

1. Log into the Civic mobile app

Civic app screen that list the accounts and balances.

2. Tap ‘More’

Tap More on the taskbar along the bottom of your app’s home screen.

Civic app screen that highlights the selection of more.

3. Tap the ‘Accounts’ menu

Once you’ve selected Accounts, a drop-down menu will appear. Then tap Statements & Docs.

Civic app screen that highlights the selection of 'account' in the menu..

4. Select ‘View Statements’

To view your statements (or tax documents), tap the blue View Statements button.

Pro-Tip

If you haven’t enrolled in eStatements yet, watch our how-to video on quick enrollment for your accounts!

Civic app screen that highlights the selection view statements.

5. Statements & Notices

Welcome to your document center! You’ll find your Civic account statements, notices, and tax documents here. If you have multiple accounts, all account statements will be included with that of your primary Select Savings Account. Accounts enrolled in eStatements will say View Document, use the drop-down menu to select the statement you’re looking for.

Pro-Tip

If you haven’t enrolled an account in eStatements yet, you can do so easily from this screen by tapping Enroll! 

Civic app screen that shows the list of accounts.

6. Choose your statement!

Select the particular month’s statement you’re looking for by expanding the drop-down menu of the account listed.

Pro-Tip

Your Savings Documents will contain a consolidated monthly statement document for all of your Civic deposit statements!

Civic app screen that list the available statement dates.

7. View your statement

Your statement will include multiple pages

Civic app screen that shows the details of transactions in a statement.

1. Log in to your Civic online banking profile

Civic online banking screen that list the accounts and balances.

2. Navigate to ‘Statements and Docs’

From the Accounts drop-down menu at the top of the page, click Statements & Docs.

Civic online banking screen that highlights the selection of account in the menu.

3. Select ‘Statements’

Click Statements. Choosing either Statement button will take you to the same next-step screen.

Civic online banking screen that highlights the selection of statements.

4. Choose your document

Select a specific account to view its statement.

Pro-Tip

If any of your accounts are not enrolled in eStatements, you can click Enroll from this page to quickly add them!

Civic online banking that highlights the selection of an account.

5. Choose the month and year

Once you’ve selected the account document(s) you’re looking for, select the specific month and year of the statement you need, then click the blue View Document link.

Civic online banking screen that shows statement dates.

6. Statement download

Your statement will automatically download once you’ve selected the month and year and clicked View Document.

Screen that shows the download of a statement.

CONGRATS!

That's all for this lesson. Keep up the momentum!