Bank guide
How to Get a Truist Bank Statement
Updated October 7, 2026 · Truist Bank
Quick answer
Sign in at truist.com and select Documents. In the Truist app, tap More at the bottom, then Documents. Select Accounts, choose your account, and open the statement. Truist keeps up to 7 years of statements online for deposit accounts.
Download a Truist bank statement online
- 1Sign in at truist.com.
- 2Select Documents.
- 3Select Accounts, then your account.
- 4Open the statement to view or download the PDF.
In the Truist app
- 1Open the Truist Mobile app and sign in.
- 2Tap More at the bottom of the screen, then Documents.
- 3Select Accounts, then the account and statement you need.
How far back Truist statements go
How long Truist keeps statements online depends on the product: up to 7 years for deposit and brokerage accounts, up to 2 years for credit cards, up to 24 months for home equity lines, personal loans, and auto loans, and up to 18 months for mortgage and trust accounts.
The exact window for each of your accounts is shown in Documents. For anything older, call Truist or visit a branch.
Truist bank verification letter
A Truist bank verification letter, sometimes called a bank reference letter, confirms that you hold an account, when it was opened, and sometimes its balance. Banks usually prepare these through a banker rather than as a download, so the quickest route is a Truist branch.
Bring a photo ID and tell the banker who the letter is for and exactly what it needs to say, such as the open date or current balance. If you cannot get to a branch, call Truist customer service, but allow a few business days if the letter is mailed.
Before you go, ask whether a recent statement will do. Many landlords accept the last two or three statements instead of a letter.
Truist proof of funds letter
A Truist proof of funds letter is a verification letter that focuses on your available balance, usually for a home purchase, a large deposit, or an investor. Request it at a branch or through customer service, and say which accounts to include and the date the balance should be shown as of.
Most recipients only accept proof of funds dated within the last 30 to 60 days, so ask for it close to when you need it. Our free proof of funds letter generator can help you draft what the recipient is asking for.
Statement, letter, or income report: which to send
People asking for a Truist bank statement usually want proof of one of three things: that the account is yours, how much is in it, or how much you earn. Send the document that answers their actual question.
| Document | Where it comes from | What it shows | How fast | Best for |
|---|---|---|---|---|
| Bank statement | You download it | Every transaction and the balance for one month | Minutes | Most rental applications and loan files |
| Bank verification letter | A banker prepares it | That the account exists, its open date, sometimes the balance | Same day to a few business days | Visas, some leases, employers, vendors |
| Proof of funds letter | A banker prepares it | Available balance as of a date | Same day to a few business days | Home purchases, large deposits, investors |
| Bank-connected income report | Built from a read-only bank connection | Recurring deposits, estimated monthly income, balances | About 5 minutes | Showing income without sending every transaction |
Does Truist work with Plaid?
Yes. Truist connects to Plaid, the service most budgeting, lending, and income apps use to read bank data. Search for Truist in the bank list, sign in, and choose which accounts to share. Your login goes to Truist, not to the app you are connecting, and you may be sent to Truist’s own sign-in page to approve access.
If a connection fails, it is usually because a security code timed out, and starting again normally fixes it. You can see and remove every app you have connected through Plaid at my.plaid.com.
Sending a Truist bank statement to a landlord or lender
Send the PDF you downloaded, not screenshots, and send only the months they ask for. Two or three recent statements are typical for a rental application. Lenders often want two full months with every page, including blank ones.
A statement shows every purchase you made that month. If you would rather share a summary, you can connect your Truist account and create an income report from your bank deposits. It shows recurring deposits and an estimated monthly income, and it comes straight from the bank, so the person reading it does not have to wonder whether a PDF was edited.
Reviewing statements from an applicant? Our bank statement checker walks through the signs of an altered statement, and you can ask applicants to connect their bank instead of uploading files.
Truist statement FAQ
- How far back do Truist checking statements go?
- Up to 7 years for deposit accounts such as checking and savings.
- Where are statements in the Truist app?
- Tap More at the bottom of the screen, then Documents, then Accounts.
- I had a SunTrust or BB&T account. Where are my old statements?
- Statements available online appear in Truist Documents. For older SunTrust or BB&T statements that do not show up, contact Truist.
- Will a landlord accept a Truist statement?
- Usually, yes. Send the downloaded PDF rather than screenshots, and send only the months they ask for. Some landlords now prefer a direct bank connection because PDFs can be edited.
- How do I prove income with a Truist account?
- Send recent statements that show your deposits, or connect your Truist account to an income report that summarizes recurring deposits and estimated monthly income instead of every transaction.
Sources
- Truist: Digital banking for wealth clients (statement availability)
- Plaid: Manage connected apps (Plaid Portal)
Steps and time limits come from Truist’s published help pages as of October 7, 2026. Banks change their apps often, so menu names may differ slightly. Truist is a trademark of its owner. Income Checker is not affiliated with or endorsed by Truist.