> ## Documentation Index > Fetch the complete documentation index at: https://www.marqeta.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Cardholder Statements > Use these endpoints to create and manage cardholder statements. export const EndpointCard = ({method = "API", title, children, href, arrow = true}) => { const METHOD_STYLES = { GET: { bg: "mint-bg-green-400/20 dark:mint-bg-green-400/20", text: "mint-text-green-700 dark:mint-text-green-400", border: "mint-border-green-300 dark:mint-border-green-700" }, POST: { bg: "mint-bg-blue-400/20 dark:mint-bg-blue-400/20", text: "mint-text-blue-700 dark:mint-text-blue-400" }, PUT: { bg: "mint-bg-yellow-400/20 dark:mint-bg-yellow-400/20", text: "mint-text-yellow-700 dark:mint-text-yellow-400" }, PATCH: { bg: "mint-bg-orange-400/20 dark:mint-bg-orange-400/20", text: "mint-text-orange-700 dark:mint-text-orange-400" }, DELETE: { bg: "mint-bg-red-400/20 dark:mint-bg-red-400/20", text: "mint-text-red-700 dark:mint-text-red-400" }, API: { bg: "mint-bg-black", text: "mint-text-white" } }; const MethodBadge = ({method}) => { const style = METHOD_STYLES[method?.toUpperCase()] ?? METHOD_STYLES.GET; return {method?.toUpperCase()} ; }; const content =

{}

{title}

{children &&

{children}

}

; if (!href) return content; return {content} ; }; Use this API endpoint to generate statement information for cardholder accounts.

Retrieve statement data

**Action:** `GET`\ **Endpoint:** `/v3/statements/{cardholderToken}/{issuedDate}` Use this endpoint to retrieve a specific statement for a cardholder.

Response body

| Fields | Description | | ------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | data

array of objects

Returned | List of available statement objects.

**Allowable Values:**

Valid array of one or more `statement` objects | | data\[].**start\_date**

date

Returned | Date when the statement period began.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | data\[].**end\_date**

date

Returned | Date when the statement period ended.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | data\[].**account\_numbers**

array of strings

Conditionally returned | Array of account numbers associated with the cardholder.

**Allowable Values:**

255 char max | | data\[].**routing\_number**

string

Conditionally returned | Bank routing number.

**Allowable Values:**

255 char max | | data\[].**cycle\_start\_balance**

decimal

Returned | Starting balance of the statement cycle.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].**cycle\_end\_balance**

decimal

Returned | Ending balance of the statement cycle.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].**transactions**

array of objects

Returned | List of transaction objects made during the statement cycle.

**Allowable Values:**

Valid array of one or more `transaction` objects | | data\[].transactions\[].**amount**

decimal

Returned | Amount of the given transaction.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].transactions\[].**date**

datetime

Returned | Date when the transaction took place.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | data\[].transactions\[].**transaction\_type**

string

Returned | Type of transaction.

**Allowable Values:**

For a full list of transaction event types, see transaction events. | | data\[].transactions\[].**cardholder\_token**

string

Returned | Unique identifier of the cardholder.

**Allowable Values:**

36 char max | | data\[].transactions\[].**account\_token**

string

Conditionally returned | Unique identifier of the account.

**Allowable Values:**

36 char max | | data\[].transactions\[].**token**

string

Returned | Unique identifier of the transaction.

**Allowable Values:**

36 char max | | data\[].transactions\[].**currency\_code**

string

Conditionally returned | The currency code of the transaction.

**Allowable Values:**

Valid three-character ISO 4217 currency code, such as `EUR` or `USD` | | data\[].transactions\[].**transaction\_data**

object

Conditionally returned | Dynamic object containing transaction-specific fields. Structure can vary depending on `transaction_type`.

**Allowable Values:**

Existing JSON object containing information about a specific transaction | | data\[].**cardholder\_tokens**

array of strings

Returned | List of tokens identifying the cardholders in the statement.

**Allowable Values:**

One or more cardholder tokens | | data\[].**sort\_code**

string

Conditionally returned | Sort code for UK bank accounts.

**Allowable Values:**

6 char max | | data\[].**account\_type**

undefined

Conditionally returned | Type of account.

**Allowable Values:**

`CHECKING`, `SAVINGS`, `WALLET`, `DEPOSIT_ACCOUNT` | | data\[].**account\_token**

string

Conditionally returned | Unique identifier of the account.

**Allowable Values:**

36 char max | | data\[].**interest\_apy**

decimal

Conditionally returned | Annual Percentage Yield (APY) for interest calculations.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].**interest\_earned\_ytd**

decimal

Conditionally returned | Interest earned year-to-date.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].**fees\_ytd**

decimal

Conditionally returned | Sum of fees charged to the account year-to-date.

**Allowable Values:**

decimal

**Format:**
0.00 | | data\[].**currency**

string

Conditionally returned | Currency used in a transaction.

**Allowable Values:**

Valid three-character ISO 4217 currency code, such as `EUR` or `USD` | | is\_more

boolean

Returned | - A value of `true` indicates that more unreturned resources exist.
- A value of `false` indicates that no more unreturned resources exist.

This field is returned if there are resources in your returned array.

**Allowable Values:**

`true`, `false` | | start\_index

integer

Returned | Sort order index of the first resource in the returned array. This field is returned if there are resources in your returned array.

**Allowable Values:**

Any integer | | end\_index

integer

Returned | Sort order index of the last resource in the returned array. This field is returned if there are resources in your returned array.

**Allowable Values:**

Any integer |

Retrieve cardholder cycle date

**Action:** `GET`\ **Endpoint:** `/v3/statements/config/{cardholderToken}` Use this endpoint to retrieve the current cycle date for a cardholder.

Response body

| Fields | Description | | -------------------------------------------------- | ----------------------------------------------------------------------------- | | cycle\_date

integer

Returned | Date of the statement cycle.

**Allowable Values:**

1–31 |

Update cardholder cycle date

**Action:** `PUT`\ **Endpoint:** `/v3/statements/config/{cardholderToken}` Use this endpoint to update the statement cycle date for a cardholder.

Request body

| Fields | Description | | -------------------------------------------------- | ----------------------------------------------------------------------------- | | cycle\_date

integer

Required | Date of the statement cycle.

**Allowable Values:**

1–31 |

Response body

Retrieve program configuration

**Action:** `GET`\ **Endpoint:** `/v3/statements/config` Use this endpoint to create the statement configuration data for a program. Sets one cycle date for the entire program.

Response body

| Fields | Description | | ----------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | cycle\_date

integer

Conditionally returned | Date of the statement cycle for all cardholders in the program.

**Allowable Values:**

1–31 | | pdf\_enabled

boolean

Conditionally returned | Indicates whether PDF statements are enabled for the program.

**Allowable Values:**

`true`, `false` |

Update program configuration

**Action:** `PUT`\ **Endpoint:** `/v3/statements/config` Use this endpoint to update the statement configuration data for a program. Sets one cycle date for entire program.

Request body

| Fields | Description | | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | cycle\_date

integer

Optional | Date of the statement cycle for all cardholders in the program.

**Allowable Values:**

1–31 | | pdf\_enabled

boolean

Optional | Indicates whether PDF statements are enabled for the program.

**Allowable Values:**

`true`, `false` |

Response body

Retrieve statement list

**Action:** `GET`\ **Endpoint:** `/v3/statements/{cardholderToken}` Use this endpoint to retrieve a list of available statements for a cardholder.

URL query parameters

| Fields | Description | | ------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | | issued\_start\_date

date

Optional | Start date for the statement.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | issued\_end\_date

date

Optional | End date for the statement.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | account\_token

string

Optional | Token associated with a specific account.

**Allowable Values:**

64 char max |

Response body

| Fields | Description | | --------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | data

array of objects

Returned | List of available statement summary objects.

**Allowable Values:**

Valid array of one or more `statement summary` objects | | data\[].**issued\_date**

date

Returned | Date the statement was issued.

**Allowable Values:**

**Format:**
yyyy-MM-dd | | data\[].**cardholder\_token**

string

Conditionally returned | Unique identifier of the cardholder.

**Allowable Values:**

36 char max | | data\[].**account\_token**

string

Conditionally returned | Unique identifier of the account.

**Allowable Values:**

36 char max | | is\_more

boolean

Returned | - A value of `true` indicates that more unreturned resources exist.
- A value of `false` indicates that no more unreturned resources exist.

This field is returned if there are resources in your returned array.

**Allowable Values:**

`true`, `false` | | start\_index

integer

Returned | Sort order index of the first resource in the returned array. This field is returned if there are resources in your returned array.

**Allowable Values:**

Any integer | | end\_index

integer

Returned | Sort order index of the last resource in the returned array. This field is returned if there are resources in your returned array.

**Allowable Values:**

Any integer |

Retrieve signed URL

**Action:** `GET`\ **Endpoint:** `/v3/statements/{cardholderToken}/{issuedDate}/download` Use this endpoint to retrieve a signed URL for downloading a PDF asset for a cardholder statement.

URL query parameters

| Fields | Description | | ---------------------------------------------------- | ----------------------------------------------------------------------------------------- | | account\_token

string

Optional | Unique identifier of the account.

**Allowable Values:**

36 char max |

Response body

| Fields | Description | | --------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | token

string

Returned | Identifier of the statement asset.

**Allowable Values:**

255 char max | | short\_code

string

Returned | Short code associated with the card program.

**Allowable Values:**

Valid program short code | | state

string

Returned | Status of the statement asset.

**Allowable Values:**

`PENDING`, `RENDERED`, `FAILED` | | signed\_url

object

Returned | S3 URL location of the statement asset in PDF or HTML format.

**Allowable Values:**

Valid URL | | signed\_url.**pdf**

url

Conditionally returned | URL of the statement asset in PDF format.

**Allowable Values:**

Valid URL | | signed\_url.**html**

url

Conditionally returned | URL of the statement asset in HTML format.

**Allowable Values:**

Valid URL | | created\_time

datetime

Returned | Date and time when the statement was created, in UTC.

**Allowable Values:**

**Format:**
yyyy-MM-dd’T’HH:mm:ssZ |

Create PDF asset

**Action:** `POST`\ **Endpoint:** `/v3/statements/{cardholderToken}/{issuedDate}/download` Use this endpoint to create a PDF asset for a cardholder statement.