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Retrieve an Account Statement

You can get information about all transactions related to a managed account by retrieving its statement. Transactions represent operations on an account and may involve fund movements.

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You can also download a copy of a managed account statement in CSV format.

The statement endpoint returns entries for transactions of a given account where each entry represents balance movements taking place at the different stages of the transaction.

Entries can be in a PENDING or COMPLETED state. Entries in a PENDING state, represent balance movements which have already been completed, but also imply that further balance movements are expected as the transaction transitions into future stages.

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Learn more about transaction states in the transactions guide.