Coverage
Supported banks, connected-account coverage, and statement fallback workflows.
Use this page to see which institutions already have a dedicated coverage page, when connected-account coverage is the better fit, and when the statement-review workflow should stay in play instead.
Institution coverage pages for common banks and card issuers such as Chase, Bank of America, Wells Fargo, Citi, Capital One, Discover, American Express, U.S. Bank, PNC, and more.
Connected-account coverage and statement fallback are treated as separate operating paths, not as one vague support claim.
General statement workflows still exist for institutions that do not have a dedicated page yet or for periods where the PDF statement is the real source of truth.
Institution coverage pages
These pages help firms answer the real question: can this client stay on the connected-account path, or should the reviewer start from the statement instead?
Institution
Chase
Use Wesley with Chase through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
Bank of America
Use Wesley with Bank of America through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
Wells Fargo
Use Wesley with Wells Fargo through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
Citi
Use Wesley with Citi through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
Capital One
Use Wesley with Capital One through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
American Express
Use Wesley with American Express through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
Discover
Use Wesley with Discover through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
U.S. Bank
Use Wesley with U.S. Bank through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
PNC
Use Wesley with PNC through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
TD Bank
Use Wesley with TD Bank through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Institution
Truist
Use Wesley with Truist through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
Navy Federal
Use Wesley with Navy Federal through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
Regions
Use Wesley with Regions through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
Fifth Third
Use Wesley with Fifth Third through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
Citizens
Use Wesley with Citizens through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
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Institution
BMO
Use Wesley with BMO through connected account coverage when available, or fall back to statement upload and review when the team still works from PDFs.
Open page
Connected account coverage
These pages cover the live-sync side of Wesley rather than the statement-upload side.
Notes
What supported means on this page
Institution support is not one single thing. Some teams should connect the account live, while others should stay in a statement-review workflow for the current job.
A named institution page means Wesley has a useful public explanation for that bank. It does not mean every client account will always take the live path.
If a bank is not listed yet, the general bank statement workflow is still the right starting point when the source file is a readable PDF statement.
Explore next
Keep going deeper from here.
Supported imports
See which downstream accounting destinations Wesley supports after statement cleanup.
Open page
Connected-account workflow
See how Wesley handles the live-sync path when the institution connection is available.
Open page
Supported statement types
See which source documents Wesley can clean up before export.
Open page
FAQ
Frequently asked questions
What if my bank is not listed here?
Start with the general bank statement workflow. If the statement PDF has readable transaction rows, Wesley can still be the prep layer even without a dedicated bank-specific page.
Do I need bank credentials to use these statement workflows?
No. Statement workflows are built for PDF and scanned statements. Bank credentials are only relevant for the connected-account sync flow.
Is this page only for US institutions?
The dedicated bank pages currently center on common US institutions, but the general bank statement workflow is still useful for other institutions when the source file is a readable statement PDF.
Need a workflow that matches your client mix?
Start with one statement, one client, and the output format your team already needs downstream.
The Wesley team will walk through setup, workflow fit, and pricing.