How to download your CIMB statement as a PDF

Getting the PDF from CIMB

In CIMB Clicks

1. Sign in to CIMB Clicks.
2. Go to My Accounts and choose View/Download Statement, or go to Services, eStatement, View eStatement.
3. On the Services route, open the tab for your product (deposit, loan or financing, investment, or card).
4. Pick the statement month and download the PDF.

• These steps are for CIMB in Malaysia. CIMB's pages we read give no statement steps for the personal OCTO app.

Other ways, history and charges

• Email Statement Delivery (CIMB Clicks, Services, eStatement) sends the PDF by email.
• A paper statement reprint can be ordered from the CIMB Consumer Contact Centre, for a charge.
• How far back: eStatements can be viewed for up to 18 months. A savings account gets a monthly eStatement only in months with more than 2 transactions, otherwise a quarterly one.
• Charges: eStatements are free; a paper reprint is charged.

What we read from the statement

A bank statement PDF normally shows the account and the statement period, an opening and a closing balance, and one row per transaction with a date, a description and an amount, often with a running balance. From that we build the breakdown: where the money went by category, what repeats, and totals in and out. The report is labelled CIMB when that name is printed near the top of the statement.

Dates and amounts on statements from Malaysia

• Dates written as 05/04/2024, 05-04-24, 05.04.2024, 2024-04-05, 05 Apr 2024, 05-Apr-24 or Apr 5, 2024. A date with a month name but no year (05 Apr) takes its year from the statement header.
• Numeric dates are read day first when the statement itself shows it, with dates such as 25/04/2024 where the first number can only be a day; statements from Malaysia are normally written that way. A statement whose dates all fall on the 1st to the 12th of the month gives no such clue and is read month first, so check the dates on the report for a short period.
• Amounts with two decimal places, such as 1,234.56 or 1234.56.
• Money out marked with a minus sign (before or after the number), brackets, or a DR suffix; CR marks money in. A statement with separate debit, credit and balance columns is read column by column.

Known limitations

Password-protected PDFs

We cannot open a PDF that asks for a password: the upload fails with "Could not read this PDF". Open it with the password, save or print an unlocked copy as PDF, and upload that. CIMB says its eStatements are protected with a PDF password, and for emailed statements you can change that password in CIMB Clicks under Services, eStatement, Email Statement Delivery.

Scanned statements

A scan or photo saved as PDF has no text layer, so we read it with OCR on our own server, up to the first 10 pages. OCR can misread a digit; the report says when it was used, so check its totals. A PDF downloaded from online banking is always more reliable.

Month names

Month names are read in English only. A statement that writes months in Malay (Mac, Mei, Ogos, Okt, Dis) loses the rows dated in those months. When the statement prints its opening and closing balances, the report warns that the rows it found do not add up.

Size

Up to 25 MB per file and the first 60 pages.

Dates without a year, whole-number amounts

A row whose date is only day and month in numbers (05/04) is not read, and neither is a row whose amount has no decimal part (150000 rather than 150000.00). If most of your rows look like that, the upload will say no transactions were found.

No layout made for this bank

There is no reader built specially for CIMB. One general reader handles every bank, and the report checks what it found against the opening and closing balances printed on the statement, and says so when they do not add up.

Questions about CIMB statements

Do you connect to my CIMB account?

No. You download the statement from CIMB yourself and upload the PDF. We never ask for your online banking login and cannot see your account.

Is my CIMB statement stored?

No. The PDF is read in memory and never written to disk. If you buy an export, the rows for the download are kept in your private session so the button works, and are deleted when the session expires, after at most 14 days.

Can I convert a CIMB statement to Excel or CSV?

Yes. Reading one statement on screen is free. Downloading it as a spreadsheet (a CSV file that Excel opens) needs a statement pack or a plan.

Is a CIMB statement PDF password-protected?

CIMB says its eStatements are protected with a PDF password, and for emailed statements you can change that password in CIMB Clicks under Services, eStatement, Email Statement Delivery. We cannot open a locked PDF, so open it with the password, save an unlocked copy, and upload that.

Which currency will the report use?

A statement that prints MYR outside the transaction rows is read as Malaysian ringgit. Amounts written with RM are read as Malaysian ringgit. If the statement prints neither, the report says the currency is not stated rather than guessing.

How far back can I get CIMB statements?

eStatements can be viewed for up to 18 months. A savings account gets a monthly eStatement only in months with more than 2 transactions, otherwise a quarterly one. (From CIMB's help pages, checked 13 September 2026.)

Other banks nearby: BDO, BPI, GCash, Maybank, BCA, DBS.