The instructions below cover downloading monthly eStatements, generating transaction histories for custom date ranges, and printing/downloading a Void Cheque.
Begin by logging into your CIBC online banking at https://www.cibc.com/
After logging in, you will be at the HOME page with the title MY ACCOUNTS.
E-Statements
If you are set up to receive digital documents, you can easily download your monthly statements as PDFs. To download your account eStatements, click on the eStatements button on the left side of the Home Screen, then select your bank account from the dropdown and click on the desired month to download the PDF.
Repeat for each monthly statement required.
If you are not able to download eStatements, it’s likely because you are still configured to receive paper statements. To change this setting, scroll down the website to the Settings area on the left side menu and select Statement Preferences.
On the STATEMENT PREFERENCES page, click the Edit Preferences link for the account you would like to download eStatements.
Select the ratio button (circle) beside the eStatement option and then press the Next button to review your changes, then press the Submit button to save your changes.
You should now be able to follow the steps above to download your eStatements for the required months. After you have downloaded the statements, you can switch back to Mailed Statements if you wish.
Custom Date Ranges
If your mortgage consultant has requested a specific date range that includes partial months, or if you are not able to download eStatements, follow the instructions below to print or download a Custom Date Range of transactions.
Begin at the main Home page with the title MY ACCOUNTS.
On the CIBC online banking site, this is the only page that shows your name and the summary of your accounts and account numbers.
Use the Print button (towards the top right of the webpage) to print this MY ACCOUNTS summary page (or if your browser allows, from the print dialog box choose to Save As PDF).
Now, click on the account that your mortgage consultant has requested to open the DEPOSIT ACCOUNT DETAILS page.
Scroll down to the PAST TRANSACTIONS area and click CUSTOM SEARCH
Select the FILTER BY DATE RANGE option, and enter the From and To date requested by your mortgage consultant. This will typically be the most recent 90 days, but your consultant may ask you to pick particular dates based on the requirements of a specific lender or to show specific deposits or withdrawals.
Press the GET DETAILS button to load the transactions in the date range.
Scroll up to the top of the webpage and press the Print button. Either print the pages on paper, or if your browser allows, select the Save As PDF option and save the pages.
Repeat the above steps for each bank account (chequing, savings, etc) requested by your mortgage consultant.
Once you have all custom date range pages printed or saved for the required accounts, please send them and your MY ACCOUNTS summary page to your mortgage consultant.
VOID Cheque
If your mortgage consultant has requested a VOID cheque for one of your CIBC accounts, open the DEPOSIT ACCOUNT DETAILS page and select the right bank account from the dropdown.
Then click the Manage My Account button to the right side and from the dropdown select Void cheque/direct deposit info.
A popup will appear showing your account information and a graphic of a cheque. Press the Print button at the bottom right and either print it to paper or if your browser allows, use the printer destination dropdown to choose to Save as PDF.
Sending us your documents
If you were able to save all your documents as PDFs, you can use our File Uploads portal to upload your PDFs directly to our server quickly and securely. The uploads portal page is password protected, so please ask your mortgage consultant for the access instructions.
Also, please ensure you have included your first and last name in the filenames for files you are uploading so our admin team can properly assign them to your mortgage consultant for review.
For example, JohnSmith-CIBCchequing-July2023.pdf