Statements

Use the statements and statement queries to retrieve an Individual's monthly account statements. The list query returns lightweight summaries. The detail query returns the full statement: period, balances, interest, and every transaction in the period.

These queries return structured data, not documents. You render the statement experience in your own application, using your own formatting and branding.

Today, only HSA Benefits produce statements. The API is forward-compatible: filters that select other Benefit types return an empty list, not an error.

What you need

individualId — the Individual whose statements to retrieve. This is the id returned by createIndividual or the individuals query.

List an Individual's statements

Statements are ordered by period start date, most recent first.

query Statements($where: StatementsFilterInput!, $after: String, $first: Int) {
  statements(where: $where, after: $after, first: $first) {
    ... on StatementsResults {
      nodes {
        id
        periodStartDate
        periodEndDate
      }
      pageInfo {
        hasNextPage
        endCursor
      }
    }
    ... on BadRequestError {
      message
      code
      retryable
    }
    ... on InternalServerError {
      message
      code
      retryable
    }
  }
}

Variables:

{
  "where": { "individualId": "<individualId>" },
  "first": 25
}

A successful response:

{
  "data": {
    "statements": {
      "nodes": [
        {
          "id": "<statementId>",
          "periodStartDate": "2026-05-01",
          "periodEndDate": "2026-05-31"
        },
        {
          "id": "<statementId>",
          "periodStartDate": "2026-04-01",
          "periodEndDate": "2026-04-30"
        }
      ],
      "pageInfo": {
        "hasNextPage": false,
        "endCursor": "<cursor>"
      }
    }
  }
}

An enrolled Individual with no statements yet returns an empty nodes list.

Pagination

The list is cursor-paginated. To fetch the next page, pass the previous page's endCursor as after and check hasNextPage. Cursors are opaque; do not parse or construct them.

Filters

All filters are optional. Omitted filters do not restrict the result.

Filter	Behavior
`benefitTypes`	Only statements for accounts of these Benefit types. Today only `HSA` produces statements.
`benefitIds`	Only statements for accounts associated with these Benefits.
`periodStartsOnOrAfter`	Only statements whose period starts on or after this date (inclusive).
`periodEndsOnOrBefore`	Only statements whose period ends on or before this date (inclusive).

Filters that match no statement-bearing account — for example, benefitTypes: [FSA] — return an empty list, not an error.

For example, to list statements for periods within 2026:

{
  "where": {
    "individualId": "<individualId>",
    "benefitTypes": ["HSA"],
    "periodStartsOnOrAfter": "2026-01-01",
    "periodEndsOnOrBefore": "2026-12-31"
  }
}

Get a statement

Fetch the full statement with the statement query, using an id returned by the list query.

query Statement($where: StatementFilterInput!) {
  statement(where: $where) {
    ... on Statement {
      id
      periodStartDate
      periodEndDate
      benefitType
      accountNumberForDisplay
      startingBalance {
        currency
        lowestDenominationAmount
        amount
      }
      endingBalance {
        currency
        lowestDenominationAmount
        amount
      }
      interestEarnedForPeriod {
        currency
        lowestDenominationAmount
        amount
      }
      interestPaidForPeriod {
        currency
        lowestDenominationAmount
        amount
      }
      transactions {
        id
        date
        description
        type
        category
        amount {
          currency
          lowestDenominationAmount
          amount
        }
        balance {
          currency
          lowestDenominationAmount
          amount
        }
      }
    }
    ... on BadRequestError {
      message
      code
      retryable
    }
    ... on InternalServerError {
      message
      code
      retryable
    }
  }
}

Variables:

{
  "where": {
    "individualId": "<individualId>",
    "id": "<statementId>"
  }
}

A successful response:

{
  "data": {
    "statement": {
      "id": "<statementId>",
      "periodStartDate": "2026-05-01",
      "periodEndDate": "2026-05-31",
      "benefitType": "HSA",
      "accountNumberForDisplay": "****1234",
      "startingBalance": {
        "currency": "USD",
        "lowestDenominationAmount": 125000,
        "amount": 1250
      },
      "endingBalance": {
        "currency": "USD",
        "lowestDenominationAmount": 130000,
        "amount": 1300
      },
      "interestEarnedForPeriod": {
        "currency": "USD",
        "lowestDenominationAmount": 52,
        "amount": 0.52
      },
      "interestPaidForPeriod": {
        "currency": "USD",
        "lowestDenominationAmount": 48,
        "amount": 0.48
      },
      "transactions": [
        {
          "id": "<transactionId>",
          "date": "2026-05-15",
          "description": "Payroll contribution",
          "type": "DEPOSIT",
          "category": "Employee contribution",
          "amount": {
            "currency": "USD",
            "lowestDenominationAmount": 5000,
            "amount": 50
          },
          "balance": {
            "currency": "USD",
            "lowestDenominationAmount": 130000,
            "amount": 1300
          }
        }
      ]
    }
  }
}

Notes:

Transaction amount values are signed: positive amounts are credits, negative amounts are debits.
Each transaction's balance is the account balance immediately after that transaction.
interestEarnedForPeriod and interestPaidForPeriod are null when not available for the period.
See StatementTransactionType for the full set of transaction types.

Errors

Returns BadRequestError when:

The Individual cannot be found. The individualId is unknown or does not belong to your organizations.
The statement cannot be found. The id is unknown or does not belong to the supplied individualId.

Unexpected failures return InternalServerError; these are safe to retry.

Statements

What you need​

List an Individual's statements​

Pagination​

Filters​

Get a statement​

Errors​

See also​