How to Get a Bank Statement from The Capitec App

Managing your finances is important, and keeping track of your bank statements is a crucial part of that.

If you’re a Capitec Bank customer, getting your statements is easier than ever thanks to their handy app.

In this guide, I’ll break down the process step-by-step so even if you’re not a tech whiz, you can get your bank statements in a flash.

Step-by-step guide to Get Your Bank Statement from the Capitec App

Step 1: Getting the Capitec App on Your Phone

Find Your App Store:

iPhone Users: Look for the blue icon with a white “A” on it. This is called the “App Store”.

Android Users: Look for the icon with a colourful play button triangle. This is the “Google Play Store”.

Search for “Capitec Bank”:

Tap the search bar at the top of the screen and type in “Capitec Bank”. The official Capitec app should be the first thing that pops up.

It’ll have a red icon with the Capitec Bank logo.

Download and Install:

Tap the “Download” or “Install” button next to the Capitec Bank app. It might take a few minutes.

Step 2: Setting Up (Activating) the Capitec App

Open the App: Once it’s downloaded, find the Capitec app icon on your phone and tap it.

Activation Options: You have two choices:

Option 1: Branch Visit

This is the simplest if you’re not very comfortable with technology. A friendly person at the Capitec branch will help you get set up.

Option 2: Do it Yourself on the App

  • The app will ask you to take a selfie (a photo of your face) and a photo of your ID document.
  • These get sent to Capitec to confirm who you are.
  • You can also send these photos to Capitec via WhatsApp if you prefer.

Important! Email Address: If you haven’t given Capitec your email address before, they’ll ask for it now.

This is how they’ll send you your bank statement.

Step 3: Logging in to See Your Account

  • Open the App Again: After you’ve activated it, find the app on your phone and open it.
  • Your Remote PIN: This is like a secret password for your banking app. If you don’t have one, Capitec would have helped you set it up when you activated the app.
  • Biometrics (Optional): If your phone is fancy and can scan your fingerprint or face, you might be able to use those to log in instead of your PIN – this is up to you!
  • Seeing Your Account Dashboard: Once you’ve logged in, you’ll see a screen with your account balance and other stuff. If you have more than one Capitec account, pick the one you need a statement for.

Step 4: Getting Your Bank Statement

  • Find the Three Dots: At the top right of the screen with your account information, you’ll see three dots in a vertical line. Tap these.
  • Tap “Email Statement”: This should be an option on the menu that pops up.
  • Pick Your Dates:
    • The app will ask when you want your statement to start and end.
    • If you want a three-month statement, the ‘start date’ should be three months before today.
  • Enter Your Email Address: Double-check you’ve typed it correctly!
  • Hit Send: Look for a “Send” or “Confirm” button and tap that.

Step 5: Yay! You Have Your Statement

Check Your Email: Go into the email app on your phone.

Look for an Email from Capitec: The subject line will probably say something like “Bank Statement”.

Download the Attachment: The email will have a PDF file attached; that’s your statement.

Tap it to download it.

You’re in Control Now: You can save this copy to your phone or even print it out if you have a printer.

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