Your statements contain the company's financial detail, so they deserve the same care as any sensitive business document. Good habits keep them safe without making them a hassle to use.
Storing them
Keep statement PDFs in a secure, backed-up location — your accounting software, a permissioned cloud folder, or an encrypted drive — rather than loose in an email inbox. Restrict access to the people who genuinely need it. See filing your statements for the year.
Sharing them
When you send a statement to an accountant, lender or auditor, use a secure channel — their portal, a shared permissioned folder, or encrypted transfer — not plain email. See how to share a statement securely.
Getting them safely in the first place
Always download statements from your own signed-in account, not from a link in an unexpected message. See spotting a fake statement or scam and how long we keep your records.
Credicorp lends to companies rather than to you personally, so this is business finance outside the consumer-credit regime. That does not change the practical steps below.
A simple, safe routine
The whole thing comes down to three habits: download statements only from your own signed-in account, store them somewhere permissioned and backed up rather than loose in an inbox, and share them through a secure channel rather than open email. None of that makes statements harder to use day to day — it just means the company's financial detail is not sitting where it could be intercepted or lost. Restrict access to the handful of people who genuinely need it, and review that list occasionally. See how to share a statement securely.
See also: How to share a statement securely, Spotting a fake statement or scam, Filing your statements for the year.