M&T statements: choose the account and month before saving

Corrected October 12, 2026: bank record choices and limits.

The desktop apps export date, description, and amount as CSV. Open CSV in Excel to save an XLSX workbook. Statement support varies: verify the result against your own PDF.

Select the account and issued month

Follow M&T's personal teaching route:

Open Accounts → View Statements and Notices.
Choose Select an Account, then View.
Locate the required year and monthly statement link; open that record.

The demonstration's completion control is not a download button. Final browser save controls and file extensions remain unconfirmed.

Check enrollment and archive access

M&T's eStatement service lists up to seven years in Online Banking for checking, savings, certificates of deposit, cards, installment loans, lines of credit, mortgages and home-equity accounts. Product and mobile availability can differ.

Electronic enrollment is required for that website archive. Account closure removes website access to electronic documents, so save needed records while the account remains open: March 2026 Digital Services Agreement, version 2.24, E2.

For most accounts enrollment stops paper delivery. Update Delivery Settings changes delivery; agreement E3 allows up to one month for that change. Under E5, customer service can supply charged paper copies during required retention; a copy request does not cancel electronic delivery. Section N charges no fee for Statements and Notices itself, while paper-delivery fees depend on the account agreement.

Choose among three different services

M&T service	Documented purpose and condition
Statements and Notices	Issued account/month record; electronic enrollment, up to seven years online and no website access after account closure
Data Export, agreement B4	Recent history from eligible accounts to financial-management or spreadsheet software, including Excel; formats can change
Personal Direct Connect	Transactions sent to Quicken or QuickBooks for $9.95 per month; Online Banking itself has no usage fee

Personal Direct Connect is the separately priced software connection. Its monthly charge is not a statement-download fee. Data Export's exact extensions, date range and columns remain unconfirmed; the seven-year statement archive does not establish a seven-year transaction export.

M&T Bank: Record routes — Public-source schematic, not a bank screen or file test.

M&T Bank: Conditions — Public-source schematic, not a bank screen or file test.

Planner and analysis

Record-request planner. CSV (comma-separated values) formatting and checks.

LocalExtract processes one PDF (Portable Document Format) locally to date,description,amount CSV; Excel can save that CSV as an XLSX workbook. Downloads and limits.

Official sources checked October 12, 2026.