Everbank Statement Download Made Easy: Go-To PDF Guide

So here’s the deal – I don’t love spreadsheets. But I do love knowing exactly where my money’s going.

That’s why my Everbank statement is a non-negotiable tool in my financial life. When I need to check if that “one-time subscription” hit me again (it always does), reconcile my taxes, or pull records for a loan application, it’s my go-to proof of what actually went down. And here’s the kicker – unless it’s in PDF form, most institutions won’t take it seriously.

This guide? It’s the shortcut I wish I had earlier. I’ll show you exactly how I grab my Everbank statement, how I keep it safe, and how I flip it into Excel or CSV so it actually does something useful for me.

Oh – and if your browser throws a tantrum or you can’t log in, I’ve got fixes for that, too.

Let’s go.

Step-by-Step: How I Download My Everbank Statement (In Less Time Than It Takes to Make Coffee)

If you’ve got 90 seconds and a half-decent internet connection, you’re golden.

1. Log in to Everbank Online Banking

Jump over to everbank.com and log into your account. Make sure the URL starts with “https” and has the official padlock icon. Your finances deserve better than sketchy links.

Pro Tip: Save the Everbank login page as a bookmark. Saves me 20 seconds every time.

2. Go to the “Accounts” Section

Once you’re in, click on the account you need the statement for. Most of us have checking or savings. If you have multiple accounts (business and personal, for example), double-check you’ve clicked the right one.

3. Click on “Statements & Documents”

You’ll see this either as a tab on the dashboard or in the left-hand sidebar. Everbank sometimes rearranges their layout, but it’s usually easy to find.

4. Choose the Statement Period

Pick the month or custom range you want. If it’s for taxes, I usually pull January to December – one by one. If I’m tracking one-time charges, a single month does the job.

Heads up: Some months may not be available right away – it usually takes a few days after the month ends to process.

5. Download the PDF

Click the “Download PDF” or “View PDF” button. Depending on your browser, it’ll either auto-download or open in a new tab. If it opens – no worries – just hit the little download arrow in the corner.

Save it in a secure folder. Label it something that makes sense. Example:
Everbank_June2025_Statement.pdf – neat, clean, findable.

If Something Breaks: Troubleshooting Your Download

Let’s be honest: banking portals aren’t always smooth. Things break. Pages time out. Buttons disappear. It’s happened to me more than once, and I’ve learned how to handle the chaos like a pro.

If you forgot your password, just hit the “Forgot Password” link on the login page. Everbank will send a reset link to your email – and yep, it might land in spam, so don’t forget to check there. If your issue is with two-factor authentication (2FA), double-check that your phone number is up to date in your profile.

I once got locked out for using an old number and had to jump through hoops to fix it. And if your browser just doesn’t want to play nice, your best bet is to clear your cookies and cache – or switch browsers entirely. Chrome is my go-to. Firefox is my backup when things get weird.

Now, if the PDF itself refuses to download, start with the basics: refresh the page. If you’re on mobile, switch to desktop – trust me, mobile browsers love to block pop-ups, and that includes statement downloads. Still not working? Open an incognito window or try another browser altogether, especially if you have a bunch of plugins installed.

Add-ons can seriously interfere. When all else fails, log out, close the browser tab completely, and try again from scratch. And if you’re still stuck after all that? Yeah, it’s time to call Everbank support. I know, it’s annoying. But in my experience, they usually sort it out pretty quickly.

The Hidden Villain: Cache and Cookies

When nothing else works and you’re starting to doubt your entire tech setup, chances are the villain is your browser’s cache. I’ve had it happen more than once – everything looks like it should work, but nothing actually does, until I clear the cache. Then suddenly everything behaves again.

In Chrome, I open the three-dot menu, head to Settings, click into Privacy & Security, and find the “Clear browsing data” section. From there, I make sure only “Cached images and files” is selected – no need to wipe history or saved logins – and then I hit Clear Data. Done.

In Safari, it’s a little more hidden. First, I go into Preferences, then to the Advanced tab, and check the box that says “Show Develop menu in menu bar.” Once that’s enabled, a new “Develop” menu shows up at the top of the screen. I click it, hit “Empty Caches,” and that’s it. Back in business.

Here’s a little side note: don’t go clearing everything unless you want to re-enter passwords on every site you visit. Clear cache only. Learn from my mistakes.

Security 101: Don’t Get Burned

Look – you’re dealing with sensitive financial data here. And in the wrong hands, one single PDF can expose your entire money trail. So yeah, this stuff matters. A lot.

Personally, I always download statements over a private internet connection – never public Wi-Fi. Not at coffee shops, airports, or random hotel lobbies. That’s rule number one. When I’m done grabbing my statement, I make sure to log out of Everbank completely. I never rely on the auto-timeout feature – it’s just not worth the risk. Once I’ve got the PDF, I don’t let it hang out in my Downloads folder either. I move it to a password-protected folder in my Google Drive that has two-factor authentication enabled. That way, even if my laptop gets stolen, no one’s cracking into my finances.

One more thing – I steer clear of sketchy PDF tools. You know the ones I’m talking about – the “free” converters that watermark your file, mess up the formatting, or worse, silently scrape your data. Don’t trust them. If you need to convert your statement into Excel or CSV, make sure you’re using a tool that’s actually built for it, with real security in place. I’ve got one I swear by, and I’ll get to that next.

Why I Convert Every Statement to Excel – And How

Let me be real – PDF statements are basically screenshots. You can’t filter, search, sort, or analyze anything unless you want to eyeball rows for hours.

So I convert mine to Excel. Every time.

I use Statementconverter.org for this

It’s simple, fast, and no shady business. Here’s my go-to process:

Upload the PDF statement
Choose “Excel (.xlsx)” or “CSV”
Click “Convert”
Download the clean file – no weird formatting, no missing transactions

And yeah, they’ve got a money-back guarantee and free daily page test. So you can try it risk-free. That’s how I started.

Bonus: If you’re handling multiple statements, they’ve got batch processing on paid plans. Total time-saver.

Final Thoughts (And Your Next Smart Move)

If you’re still relying on screenshots or opening PDFs in your browser and manually copying numbers… I’ve been there. But now? I download my Everbank statement, convert it with Statementconverter.org, and get actual value out of my data – in under 5 minutes.