July 15, 2024
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A Comprehensive Guide on Taking a Statement from SBI

3 min read
how to take statement from sbi

Introduction 

Taking a statement from the State Bank of India (SBI) is a straightforward process that allows customers to review their financial transactions, monitor their account activity, and maintain financial records. In this article, we will provide a step-by-step guide on how to take a statement from SBI. Whether you are an existing SBI customer or considering opening an account with them, understanding how to obtain a statement can be invaluable for managing your finances effectively.

Accessing SBI Online Banking

To begin, ensure you have registered for SBI’s online banking services. Visit the SBI website and locate the online banking login section. Enter your user ID and password to access your account. If you haven’t registered for online banking, you can easily do so by following the instructions provided on the website.

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Navigating to the ‘Account Statement’ Section 

Once logged in, you will be directed to your account overview page. Look for a menu or navigation panel on the website or app interface. Locate the ‘Account Statement’ or ‘e-Statement’ section. This is where you can generate and download your account statement.

Selecting the Appropriate Account 

If you have multiple accounts with SBI, choose the relevant account for which you want to obtain the statement. You may have savings, current, or fixed deposit accounts, among others. Make sure you select the correct account to ensure the statement reflects the desired transactions.

Choosing the Statement Duration 

SBI provides various options to choose the statement duration. Select the desired time frame for which you want to generate the statement. You can opt for monthly statements, quarterly statements, or specific date ranges. Additionally, you may also have the option to download mini statements, which provide a summary of recent transactions.

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Downloading the Statement 

Once you have selected the account and statement duration, click on the ‘Download’ or ‘Generate Statement’ button. The statement will typically be downloaded in a PDF format. Make sure you save the file to a secure location on your device.

Reviewing the Statement 

 Open the downloaded statement and carefully review the transactions listed. Verify that the transactions are accurate, and there are no unauthorized or fraudulent activities. Take note of any discrepancies or errors and promptly report them to SBI’s customer service for resolution.

FREQUENTLY ASKED QUESTIONS

How can I get my SBI statement through SMS?

To get the Mini Statement i.e. last 5 transactions on the account. You will receive an SMS. Send consent SMS (CHOCCY 6 digit no. received in SMS) to 917208933145 within 2 hours of receipt of SMS for further processing.

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Which app is used to download bank statements?

Docparser is your go-to PDF bank statement parser helping you to parse data which is trapped in PDF bank and credit card statements and physical images.

Conclusion 

 Obtaining a statement from SBI is a simple yet essential process that allows customers to stay informed about their financial activities. By following the step-by-step guide outlined above, you can easily generate and download your account statement through SBI’s online banking platform. Regularly reviewing your statements helps you track your expenses, reconcile your accounts, and identify any irregularities. Taking an active role in managing your finances is crucial for maintaining financial well-being. Remember to keep your online banking credentials secure and report any suspicious activities to SBI immediately.

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