You can download account statements, card statements, your transaction history, and a proof of ownership letter from Documents & Statements in the ether.fi web app.
If you manage a business account, see- https://help.ether.fi/en/articles/860133-how-do-i-download-statements-and-documents-for-my-business-account
Which statements and documents can I download?
Document | What it shows | Formats | Use it for |
Transaction History | Account and card transactions, with filters | CSV, Excel (.xlsx) | Budgeting, bookkeeping, expense tracking |
Account statement | Balances and account activity for a period | PDF, CSV | Proof of funds, visa or loan applications, tax records |
Card statement | Card payments and refunds for a period | Checking card spending | |
Proof of ownership | Confirms you hold the ether.fi account | Showing a bank, exchange, or employer the account is yours |
Where do I find Documents & Statements?
Documents & Statements is available in the ether.fi web app.
Sign in to your ether.fi Cash account - https://www.ether.fi/app/cash/sign-in
Go to Transaction history - https://www.ether.fi/app/cash/transaction-history
Select Export and choose a document from the Documents & Statements page.
How do I download a statement?
Open Documents & Statements.
Under Choose a document, select the statement or document you need.
Under Customise your document, choose the period and what to include.
Select Generate PDF to download it, or Email to Me to have it sent to your verified email address.
For a spreadsheet, choose Transaction History, or choose CSV on an account statement, then select Download CSV or Download Excel.
What does an account statement show?
All amounts are shown in USD. Each asset's own quantity is also shown.
Section | What's included |
Your details | Name, address, reporting currency |
Balance summary | Opening, closing, and available balance |
How the balance changed | Money in, money out, interest, change in value of holdings |
Balances | Each asset and debt, with price and USD value |
Pending cashback | Cashback earned but not yet paid |
Activity | Date, description, amount, and reference for each transaction |
Pending transactions | Card payments not yet settled, if you include them |
Your balance is shown as your net balance, which means your assets minus anything you've borrowed. Values use the USD price at the time of each transaction, and the change in value of your holdings is shown separately.
What does a card statement show?
A card statement covers all your Cash cards together. It shows your details, Amount in and Amount out for the selected period, followed by each card payment and refund.
Card payments show the merchant location, the last four digits of the card, and the original currency.
To include card payments that haven't settled, turn on Include pending card authorisations. They will appear in a separate section.
What does a proof of ownership letter show?
A proof of ownership letter is addressed "To whom it may concern" and confirms that you're the holder of the ether.fi account.
Always included | Only if you turn it on |
Name and address | Available balance |
Email and phone | Bank details |
Date of birth | Crypto address |
Account status and opening date |
|
To show your balance, turn on Include available balance. This shows your balance after pending transactions.
Will a bank accept my proof of ownership letter?
That depends on the bank or institution. The letter is issued by ether.fi, and every page shows a document ID and issue date at the bottom. It isn't signed or stamped.
Check what the institution requires before sending it.
Can I add my bank details or crypto address?
Yes. Bank details and your crypto address can be added to account statements and proof of ownership letters when generated as PDFs.
Document | Include Account bank details | Include Account crypto address |
Account statement | On, if you have a bank account with us | Off |
Proof of ownership | Off | Off |
Card statement | Not available | Not available |
Bank details come from your virtual bank accounts with us, such as a USD or EUR account. If you have more than one, choose which one to show.
The document shows the account number or IBAN, routing or SWIFT/BIC details, and the bank's name and address. If you don't have a bank account with us, the option is greyed out and shows "No eligible bank accounts available."
Which periods can a statement cover?
Period | Dates covered | How you get it |
Month to date | 1st of this month until you submit | Download or email |
Last month | Previous calendar month | Download or email |
3 months | Last 3 full calendar months | Email only |
6 months | Last 6 full calendar months | Email only |
Custom | Up to 184 days, ending yesterday at the latest | Download up to 60 days, email if longer |
Dates are calendar days in UTC.
Account and card statements covering more than 60 days are sent by email only. Select Email to Me and the PDF will be sent to your verified email address.
Can I download an account statement as a CSV?
Yes. Choose CSV under Export format when all of the following are true:
The period is a full month or a custom range of 60 days or less.
The period isn't Month to date.
Include transaction history is turned on.
The CSV includes the balance summary, each transaction, and how each asset's balance moved.
Card statements and proof of ownership letters are PDF only.
Can I export only some of my transactions?
Yes. Choose Transaction History, then use the available filters before downloading.
Filter | Choices |
Activity | All, Card, or Vault |
Search transactions | Merchant name or description |
Transaction Type | Card Transactions, Adding Funds, Withdrawals, Conversion, Borrows, Repays, Liquidations, Refunds |
Status | Transaction status |
Amount | Minimum and maximum amount |
Cards | One or more of your cards |
What happens after I generate or email a PDF?
After you select Generate PDF, you can close the window. The PDF downloads automatically when it's ready. If it doesn't start, open Documents & Statements again and select Download PDF.
You can prepare one PDF download at a time. If you see "Statement in progress", wait for the first document to finish or cancel it. CSV, Excel, and email requests aren't affected.
For Email to Me, keep the window open until you see:
"Your PDF document is being prepared and will be emailed to you."
The PDF is sent to the verified email address on your account in an email titled "Your ether.fi document is ready."
Can I get my statement emailed every month?
Not on personal accounts at the moment. Automatic monthly statement emails are only available for business accounts.
You can download any month's statement yourself from Documents & Statements.
Why can't I request a proof of ownership letter?
You must have completed identity verification (KYC).
Until you've completed KYC, you'll see:
"Complete identity verification (KYC) to request this document."
For more information, see KYC Process and Requirements - https://help.ether.fi/en/articles/269731-kyc-process-and-requirements
Why didn't my statement generate?
What you see | What to do |
Document unavailable | Read the reason, select Back, and change your options |
Failed to generate document | Select Try again, or Email to Me |
Choose a range of up to 184 days | Shorten your custom period |
Choose completed days in the selected timezone | End your custom period yesterday or earlier |
Too many statements are being generated right now | Wait a minute, or select Email to Me |
You can request up to 20 documents an hour.
Still have questions?
If you have questions about statements and documents, reach out to Support by clicking the chat icon in the bottom-right corner.