Institution library
For every bank and broker Selfirm reads: how to get the statements, what the files look like, and what makes them hard to convert. Written from real statements; no personal data.
Mainland China
Bank of China
Exporting Bank of China transaction details, and why the CSV opens as one garbled column: UTF-16, tab-separated, newest first, no account number in the file.
CSV
Bank of Communications
Exporting Bank of Communications card transaction details to Excel, and what trips up conversion to CSV: "--" in empty cells, no currency column, newest first.
XLS
China Merchants Bank
Getting a China Merchants Bank transaction PDF or corporate statement XLSX, and what to watch converting it to CSV: masked account numbers, mixed currencies.
PDFXLSX
China Merchants Securities
Exporting the China Merchants Securities funds flow (资金流水): a GBK, tab-separated text file, newest first. What its rows mean and what it leaves out.
TXT
CICC Wealth Management
CICC Wealth Management exports fixed-width GBK text whose balance column does not follow the amounts. How to read it, and what it can and cannot check.
TXT
HSBC China
HSBC China integrated statements arrive as password-protected PDFs. What the account sections look like, which rows are totals, and how Selfirm reads them.
PDF
Hong Kong
Citibank Hong Kong
How to download Citibank Hong Kong e-Statements, why the PDF table resists conversion to CSV (image headers, shifting columns), and how Selfirm reads it.
PDF
HSBC Hong Kong
Where to download HSBC Hong Kong eStatements, why the PDF is hard to convert to CSV (no year on dates, one balance per day), and how Selfirm reads it.
PDF
United States
HSBC Bank USA
Downloading HSBC Bank USA eStatements, and what goes wrong converting the PDF to CSV: missing dates, balance-only lines, several accounts in one file.
PDF
Interactive Brokers
How to set up an IBKR Flex Query for the Statement of Funds in XML, what its activity codes mean, and why futures and stock trades need different treatment.
XML
Your institution is not here?
Selfirm reads unfamiliar statements with its general reader and asks you to confirm. To have an institution added to the library, write to hello@selfirm.com.
Bring your own records along
We are onboarding a small group of founders whose companies, accounts and obligations span countries. Tell us about your setup.