Statement extraction requires an unlocked original statement. If the bank’s PDF needs a password to open, obtain or create an authorized unlocked copy before uploading it.
- Open the file locally and confirm you have permission to access its contents.
- Use the bank’s download options or your document software to produce a readable copy without an opening password.
- Check every page and amount in that copy before uploading it as the statement source.
Keep passwords out of filenames, notes and support messages. Sending the password separately in an ordinary message is not a substitute for preparing the supported source file.
Verify the copy retains evidence
Make sure the account identifier, statement period, opening and closing balances, and transaction pages remain intact. A conversion that keeps only visible screenshots or drops pages can reduce extraction quality.
After upload, compare the extracted transaction count and totals with the unlocked source. Retain the original bank-issued file for your records. If the document cannot be unlocked through an authorized method, request another statement format from the bank instead of trying to bypass its access restrictions.
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