Bank Statement Requests

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides the best way to request bank statements from your clients is by setting up recurring questions docid\ j4a08ufz84lrwml8fhlf4 for each bank statement you need, and then enabling automated reminders so they get notified when there are new questions for them in their client portal we recommned creating one recurring question for each statement you request from your clients that way, if they can only get you one statement, they'll still be able to see the other statements you need from them next time they go to their portal note your clients will not receive an email as soon as the new recurring question posts instead, they will receive an email when the next automated email reminder goes out