Downloading cash account statements

To view and download statements in the digital channel please follow the instructions below. Please note that currently you cannot download statements on the mobile app.

Search and export

From the homepage, hover over 'Wealth' in the top navigation and choose 'Cash Accounts' from the dropdown. On the next screen choose the account you want to retrieve a statement for.

Next, you need to define the search criteria. To do this, choose the date range. For example if you want a statement for April, create a search from 1st April to 30th April.

If you want to export this data, click the export icon in the top right of the page and choose the file type you want to export. You can choose Excel or PDF. 

 

Search and export
Search

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Let us know where you’re located so we can tailor our information to make your experience more relevant.

Your regional contact:

  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17
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