Download an account statement as a PDF
/managed_accounts/{id}/statement/pdf Use this when the customer needs a statement document they can keep, print, or send to a third party.
It returns the statement for the managed account identified by the id path parameter as a rendered PDF,
ready to hand to the end customer as-is.
Choosing a period
startPeriod and endPeriod are dates in the format yyyy-MM-dd, both inclusive, and are resolved to
local midnight in timezone. The period defaults to the last month and must not exceed 12 months.
Unlike Get an account statement, this returns
every entry in the period rather than a page of them. A period longer than 12 months, or one holding
more than 5,000 entries, is rejected with a 400 rather than silently truncated — narrow the period and
request again. A period with no entries still produces a valid PDF, with no entry rows.
Timezones
Every date and time on the document is rendered in timezone, which the document itself states, so the
reader knows what the times mean. It defaults to UTC. Pass an IANA name such as Europe/Rome; fixed
offsets like +02:00 are rejected because they carry no daylight-saving rules.
Access
This operation requires a stepped-up access token. Step up before calling it by issuing a challenge through Step-up.
Request
Path parameters
Query parameters
Responses
The generated PDF statement
"string"