How To’s

As crypto becomes more mainstream, many clients ask if they can use their cryptocurrency holdings—like Bitcoin or Ethereum—as part of their mortgage documentation. The good news is: yes, you can—but with conditions. This guide explains when and how crypto documents can be used to support your mortgage application and what lenders typically expect. What Crypto...

Thinking of buying your first home? That’s a big milestone — and you don’t have to go through it alone. If you’re using a mortgage backed by Fannie Mae or Freddie Mac, there’s a good chance you’ll need to take a homebuyer education course. But don’t worry — this course is designed to help, not...

Whether you’re applying for a mortgage, refinancing, or just organizing your financial records, your IRS tax transcripts can serve as an official record of your income, filings, and tax return status. These transcripts are often requested by lenders to verify income or tax filing history — especially for self-employed borrowers or those with complex income...

If you’re applying for a mortgage and you hold cryptocurrency assets with Binance, your lender or financial advisor may ask for a formal account statement. This is a common and straightforward request, especially when digital assets form part of your financial profile. Binance offers an Account Statement function that allows you to produce a snapshot...

If you hold cryptocurrency in a Coinbase account and are applying for a mortgage, you may need to provide an official account statement showing your holdings, transaction history, and asset activity. Coinbase makes it easy to either download pre-generated monthly statements or custom-build your own report based on the exact date range or assets needed....

If you have cryptocurrency holdings with Gemini and need to provide documentation for a mortgage application or other financial review, you can easily download your official account statements from the Gemini platform. These statements are accepted by most financial institutions and are useful when demonstrating proof of assets, transaction history, or reserve funds. In this...

If you hold cryptocurrency on Kraken or Kraken Pro and are applying for a mortgage or financial product, you may need to provide an official account statement showing your balances, transactions, and overall portfolio value. Kraken makes this process straightforward through its Document Center, where you can generate both real-time and pre-generated reports for your...

When applying for a mortgage, especially if you’re self-employed or own a business, your lender may ask for a CPA letter. Don’t worry — this is a standard request, and it’s easier than it sounds. In this article, we’ll walk you through: Let’s break it down. What Is a CPA Letter? A CPA letter (also...

If you use Venmo regularly and need a record of your past transactions—for example, for budgeting, tax prep, or mortgage documentation—you can download your transaction history directly from the Venmo app or website. While this is not a traditional bank statement, it’s a detailed log of your payments, receipts, and transfers made through Venmo. Here’s...

If you use Venmo for payments or transfers and need a record of your transactions — for a mortgage application, personal budgeting, or tax preparation — you can download a statement directly from the Venmo website. Note: Statements are not available in the Venmo app. ? Accessing Venmo Statements Online 1. Log In on venmo.com...

When applying for a mortgage, you may be asked to provide documents showing your banking activity. But not all financial records are created equal. Two commonly confused documents are bank statements and transaction history printouts. While both show what’s happening in your account, they serve very different purposes. This guide breaks down the key differences,...

If you need a detailed list of your account activity (separate from your official bank statements), Chase makes it easy to download your transaction history in a spreadsheet format or PDF. This can be especially helpful if you’re reviewing finances for a mortgage application, budgeting, or reconciling past payments. How to Download Transaction History from...

Whether you’re preparing to apply for a mortgage, refinance, or simply keeping your records in order, accessing your Chase bank statements online is quick and convenient. Here’s how to do it through both the Chase website and the Chase Mobile® app. Accessing Chase Statements on Chase.com 1. Log In Visit chase.com and sign in to...

If you need a detailed record of your Bank of America transactions (different from an official bank statement), you can easily download your transaction history online. This is helpful for budgeting, financial reviews, or mortgage documentation. Downloading Transaction History from Bank of America Online 1. Access Online Banking Log in to your Bank of America...

When you’re preparing for a mortgage application, refinance, or just organizing your finances, it’s important to be able to access your bank statements easily. If you bank with Bank of America, retrieving your statements online or through the mobile app is simple and secure. Accessing Statements on the Bank of America Website 1. Log In...