How to download your CIBC US transactions

CIBC US is a bank in the US. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFXUp to 18 months of history

Step by step

  1. Log in to CIBC US Online Banking at us.cibc.com.
  2. On the home page, click 'Download transactions' in the left-hand navigation panel.
  3. Select the account you want to download from (checking, savings, or credit card).
  4. Choose your date range using the date pickers.
  5. Select CSV as the file format (or QFX/OFX if you prefer).
  6. Click Download and save the file.

Tips for CIBC US

  • CIBC US is a separate entity from CIBC Canada — use us.cibc.com, not cibc.com.
  • The download flow is similar to CIBC Canada.

Got your CIBC US file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

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