How to Download Your Simplii Financial Bank Statement

Log in to Simplii Financial online banking, navigate to your statements section, and download a PDF. Then upload it to Bank Statement Converter — your Simplii Financial statement converts to Excel, CSV, or QBO in seconds.

How to Download Your Simplii Financial Bank Statement

  1. Log In to Simplii Financial Online Banking — Go to https://www.simplii.com and sign in with your username and password. Complete any two-factor authentication. You can also access statements through the Simplii Financial mobile app.
  2. Select Your Account — From your dashboard, click on the specific account you need such as chequing, savings, business, or credit card. Each account maintains a separate statement archive.
  3. Navigate to Statements — Log in to Simplii Financial at simplii.com. Click on your account and navigate to Statements from the account menu or account details page.
  4. Select the Statement Period — Select year and month. Simplii provides 7 years of e-statements. Download as PDF.
  5. Download as PDF — Click the Download or View PDF button. The file downloads to your device or opens in a new browser tab. If it opens in a tab, press Ctrl+S (Windows) or Cmd+S (Mac) to save it locally.
  6. Upload to Our Converter — Drag and drop your Simplii Financial PDF onto our converter above, or click Select PDF to browse. Conversion takes under 30 seconds. Preview your data before downloading the final Excel, CSV, or QBO file.

Convert Your Simplii Financial Statement

  1. Upload your Simplii Financial PDF to Bank Statement Converter
  2. Select output format: Excel, CSV, QBO, or JSON
  3. Click Convert — your file downloads in under 20 seconds

Supported outputs: Excel (.xlsx), CSV (.csv), JSON, QBO (QuickBooks), OFX, MT940