Lili provides a monthly account statement for your checking account (which includes your tax bucket information) and savings account. The statements can be found as follows:
In the Lili Web App:
- navigate to the left panel and click on Reports & Statements
- choose Statements
- to the right, choose between Checking and Savings
- choose the year and the monthly statements will appear on the right
- download or print your statement using one of the two buttons found on the statement's image, before clicking into it, or after opening the document, using one of the buttons found at the top right
In the Lili Mobile App:
- go to the Main Menu
- scroll down and choose Banking Statements
- choose Account Statements
- choose between Checking and Savings
- choose the statement
- use the share option found at the top right of the screen to send the document via email or another connected app
Statements are available on the 3rd of each month.
Note: Quarterly statements become available 3 days after the quarter ends.
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.