How do I find my annual account summary for my credit card account?

If you're looking for an annual account summary on a new account, please note the report isn't available right away. New accounts need to complete one statement cycle before it's ready. For established accounts, follow these steps:

  1. Select your credit card account from the dashboard.
  2. Scroll down and select the Account services tab, found below the "Overview".
  3. Choose Annual account summary within the "Statements & documents" section.
  4. Choose the year you'd like, then press Download. This will automatically generate the report in a PDF file.

Your annual account summary is only available on the full website. It's not available on mobile banking.

More information

Please be aware, data is updated monthly and should be available by the fifth business day of the following month.

Annual account summaries (AAS) are available for the following time frames:

  • Transactions made during the current year, up to the previous month the report is created (see Example A below).
  • Transactions made during the previous two years (see Example B below).

Example A: John logs into his credit card account on 6/21/23. The credit card was opened 6/1/23 and cycles on 7/1/23. Based on this information, he needs to wait until 7/7/23 to create a report.

Example B: Jane logs into her credit card account on 6/21/23. The credit card was opened in 1/12/23. Based on this information, she can create reports for:

  • Transactions from 1/1/23 through 5/31/23.
  • Transactions from 1/1/22 through 12/31/22.
  • Transactions from 1/1/21 through 12/31/21.