> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.modernfi.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.modernfi.com/_mcp/server. # Get Statements GET https://api.modernfi.com/digital-banking/v1/files/statements Reference: https://docs.modernfi.com/api-reference/files/get-statements-digital-banking-v-1-files-statements-get ## Authentication - `Authorization` header (bearer token, required) — Bearer authentication of the form `Bearer `, where token is your auth token. ## Servers - `https://api.modernfi.com` (Production, default) - `https://api.uat.modernfi.com` (UAT) - `http://localhost:8000` (Local) ## Request ### Query parameters - `statement_type` (enum, required) — Type of statement to retrieve. Account statements require account_id. Institution statements require institution_id. - Allowed values: `INSTITUTION_DAILY_SWEEP`, `INSTITUTION_DAILY_RECEIVE`, `INSTITUTION_MONTHLY_INTEREST`, `ACCOUNT_MONTHLY_SWEEP`, `INSTITUTION_DAILY_GL_POSTINGS`, `INSTITUTION_DAILY_GL_BALANCES`, `INSTITUTION_DAILY_COST_CENTER_POSTINGS`, `INSTITUTION_DAILY_COST_CENTER_BALANCES`, `INSTITUTION_DAILY_TRIAL_BALANCES`, `INSTITUTION_QUARTERLY_CALL_REPORT`, `INSTITUTION_WEEKLY_FR2900`, `INSTITUTION_DAILY_ACCOUNT_HISTORY`, `INSTITUTION_DAILY_TRANSACTION_HISTORY`, `INSTITUTION_DAILY_TRANSACTION_ERRORS`, `INSTITUTION_MONTHLY_SETTLEMENT_POSTINGS`, `INSTITUTION_MONTHLY_COST_CENTER_SETTLEMENT_POSTINGS`, `INSTITUTION_MONTHLY_NBID`, `INSTITUTION_MONTHLY_ACCOUNT_STATEMENT_BUNDLE` - `account_id` (DigitalBankingV1FilesStatementsGetParametersAccountIdSchema, optional, nullable) — Required for account-level statement types. - `institution_id` (string, optional, nullable) — Required for institution-level statement types. - `start_date` (string, optional, nullable) — Filter to include only statements after this date (inclusive). - `end_date` (string, optional, nullable) — Filter to include only statements before this date (inclusive) - `id_type` (enum, optional, nullable) — Type of the account id. Must be 'institution' or 'None'. - Allowed values: `INSTITUTION` ## Response ### 200 Successful Response - `statements` (list of StatementResponse, required) ## Errors ### 400 Bad Request Error Bad Request - Invalid input or validation error - `detail` (list of map from string to any, required) ### 401 Unauthorized Error Unauthenticated - Invalid or missing authentication credentials - `detail` (string, required) ### 403 Forbidden Error Unauthorized - Insufficient permissions to access resource - `detail` (string, required) ### 422 Unprocessable Entity Error Validation Error - `detail` (list of ValidationError, optional) ### 500 Internal Server Error Internal Server Error - `detail` (string, required) ## Types ### DigitalBankingV1FilesStatementsGetParametersAccountIdSchema Required for account-level statement types. ### StatementResponse - `file_id` (string, required) - `title` (string, required) - `statement_date` (string, required) - `account_id` (string, optional, nullable) — The ID of the associated account - `institution_id` (string, optional, nullable) — The ID of the associated institution ### ValidationError - `loc` (list of ValidationErrorLocItems, required) - `msg` (string, required) - `type` (string, required) - `input` (any, optional) - `ctx` (ValidationErrorCtx, optional) ### ValidationErrorLocItems ### ValidationErrorCtx ## Examples **Request** ```json {} ``` **Response** ```json { "statements": [ { "file_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "title": "January 2024 Monthly Sweep Statement", "statement_date": "2024-01-31", "account_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6", "institution_id": null } ] } ``` **SDK Code** ```python import requests url = "https://api.modernfi.com/digital-banking/v1/files/statements" querystring = {"account_id":"3fa85f64-5717-4562-b3fc-2c963f66afa6","end_date":"2024-01-31","start_date":"2024-01-01","statement_type":"ACCOUNT_MONTHLY_SWEEP"} payload = {} headers = { "Authorization": "Bearer ", "Content-Type": "application/json" } response = requests.get(url, json=payload, headers=headers, params=querystring) print(response.json()) ``` ```javascript const url = 'https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP'; const options = { method: 'GET', headers: {Authorization: 'Bearer ', 'Content-Type': 'application/json'}, body: '{}' }; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP" payload := strings.NewReader("{}") req, _ := http.NewRequest("GET", url, payload) req.Header.Add("Authorization", "Bearer ") req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby require 'uri' require 'net/http' url = URI("https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Get.new(url) request["Authorization"] = 'Bearer ' request["Content-Type"] = 'application/json' request.body = "{}" response = http.request(request) puts response.read_body ``` ```java import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.get("https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP") .header("Authorization", "Bearer ") .header("Content-Type", "application/json") .body("{}") .asString(); ``` ```php request('GET', 'https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP', [ 'body' => '{}', 'headers' => [ 'Authorization' => 'Bearer ', 'Content-Type' => 'application/json', ], ]); echo $response->getBody(); ``` ```csharp using RestSharp; var client = new RestClient("https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP"); var request = new RestRequest(Method.GET); request.AddHeader("Authorization", "Bearer "); request.AddHeader("Content-Type", "application/json"); request.AddParameter("application/json", "{}", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift import Foundation let headers = [ "Authorization": "Bearer ", "Content-Type": "application/json" ] let parameters = [] as [String : Any] let postData = JSONSerialization.data(withJSONObject: parameters, options: []) let request = NSMutableURLRequest(url: NSURL(string: "https://api.modernfi.com/digital-banking/v1/files/statements?account_id=3fa85f64-5717-4562-b3fc-2c963f66afa6&end_date=2024-01-31&start_date=2024-01-01&statement_type=ACCOUNT_MONTHLY_SWEEP")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "GET" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```