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How do I access and download my monthly banking statements?

Your Lili account generates a monthly statement for every account you hold — your Checking Account and Savings Account. Statements give you a complete record of all deposits, withdrawals, and fees for the period, and are commonly used for loan applications, accountant reviews, and year-end bookkeeping.

 

When are statements available?

Monthly statements are available on the 3rd of each month for the previous month. 

 

How to access your statements

Web App:

  1. Sign in at app.lili.co.
  2. In the left panel, click Reports & Statements.
  3. Select Statements under the Banking section.
  4. Use the tabs on the right to choose between Checking and Savings.
  5. Select the year - your monthly statements will appear as a list.
  6. Click on any statement to open it as a PDF, or use the download or print buttons to save it to your device.

Mobile App:

  1. Open the Lili app and tap Main Menu.
  2. Tap Banking Statements.
  3. Select Account Statements.
  4. Choose Checking or Savings.
  5. Select the year, then tap the month you want to view.
  6. Use the share icon at the top right to download or forward the statement.

 

What your statement includes

Each monthly statement contains:

  • Your account and routing number
  • Opening and closing balance for the period
  • All deposits, withdrawals, and transfers
  • Any fees charged during the period
  • Tax Bucket activity (included within your Checking Account statement)
  • A sweep network table showing how your funds are distributed across the network of FDIC-insured program banks

 

Sharing statements with your accountant or lender

To share a statement with your accountant, bookkeeper, or a lender:

  1. Open the statement you need from the Statements section.
  2. Use the share or download button to save it as a PDF.
  3. Send the PDF directly via email or your preferred file sharing method.

 

 

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.