Version: 1.0

Data Toolbox - Documents

View tax forms and account statements to provide time-saving opportunities for retail banking customers.
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The Documents product is a comprehensive tool that lets you retrieve authorized account statements and tax documents for U.S. Bank customers.


Consumers are empowered to provide consent and have the control over the data that they provide with data intermediaries through the U.S. Bank OAuth on third-party sites, and the online banking My Controls portal. When you use our Documents API you can view statement details for various account types such as:

  • Checking
  • Savings
  • Credit card
  • Line of credit
  • Loans
  • Brokerage/IRA

Retrieve tax documents and receive PDF versions of tax forms including:

  • 1098
  • 1099-INT
  • 1099-DIV


Documents - workflow

Example use cases

Interact with authorized consumer data through our Documents API to provide value-added services and products to enrich financial services experiences.

Get a list of authorized accounts

Retrieve a list of authorized consumer accounts including:

  • Checking
  • Savings
  • IRA

Find mortgage and loan information

Leverage the Tax API to save time completing loan applications and finding mortgage details.

  • Reduce loan processing time by using information from the Tax API to prefill and verify loan information.
  • Interrogate the 1098 PDF form for:
    • Loan origination date
    • Loan balance
    • Address

How to get a list of all authorized account or individual documents

  • Call the Statement resource using accounts/{accountId}/statement to get a list of all statement documents, saving the {statementId} for each.
  • Call the Statement resource using accounts/{accountId}/statement/{statementId} to get an individual statement document.


The Documents API has no restrictions.