Create a statement request
send_via. Use Get Statement Details to poll for completion and retrieve a download URL.
Supports accounts, trades, and incoming_funds statement types.
Valid statement_type / format combinations:
accounts:csv,pdf,xls,codatrades:pdf,xlsincoming_funds:csv,pdf,xls
currencies field is only valid when statement_type is accounts.Authorizations
An API Key.
Query Parameters
The ID of the client
Body
Statement creation parameters
The type of statement to create.
accounts, trades, incoming_funds Start date for the statement (YYYY-MM-DD)
"2020-01-01"
End date for the statement (YYYY-MM-DD)
"2020-01-31"
The file format of the statement. Allowed values depend on statement_type — see the endpoint description for valid combinations.
csv, pdf, xls, coda Comma-separated list of currency codes (ISO 4217). Only valid when statement_type is accounts.
^([A-Z]{3},?)+$"EUR,GBP,USD"
How the generated statement should be delivered
push, email, both Response
Statement request accepted
Statement request details with download URL for completed statements
Unique identifier for the statement request
"86f62d50-baa2-38dd-f61c-0eacc34ead50"
Type of statement
accounts, trades, mt940, incoming_funds "accounts"
Format of the statement file
pdf, csv, xls, mt940, coda "pdf"
Status code (0=Pending, 1=Running, 2=Completed, 3=Failed)
2
Human-readable status
"Completed"
Start date/time for the statement period
"2026-01-01T00:00:00"
End date/time for the statement period
"2026-03-31T23:59:59.999999"
When the request was created
"2026-04-07T21:18:49.061735"
When the statement was completed (null if not yet complete)
"2026-04-07T21:19:00.123456"
Name of the generated file (null if not yet complete)
"statement_2026-01-01_2026-03-31.pdf"
Pre-signed S3 URL for downloading the statement (null if not yet complete, expires after 15 minutes)
"https://s3.amazonaws.com/bucket/file.pdf?X-Amz-Signature=abc123"
Error message if the request failed
null