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Account Statements

For each PSP Account, Modern Treasury generates a monthly PDF statement

On the 3rd day of every month, an account statement for the prior month is generated for all PSP Modern Treasury accounts. The statements highlight account ownership, display routing details or wallet addresses, an overview of the month's activity, and information about the month's transactions for a given account.

In the MT App

Account statements are visible on the Internal Account page in the "Account Statements" tab. From there, you'll be able to see all prior statements and download a PDF version.

Via API

When a statement is generated, Modern Treasury sends a document.created webhook. To retrieve the statement:

  1. Receive the document.created webhook. Its payload includes a document id with the type statement.
  2. Pass that id to the Get Document endpoint to retrieve the document.

To learn more, see the Documents API.


Updated about 1 hour ago