Provide customers with a clear summary of recent activity, balances, and payment information. The Account Statement template keeps them informed and makes it easier to manage their accounts.
How to use this template
This template is designed to make sending personalized mail quick and easy. Open the file in Figma and duplicate it into your workspace to customize the design. Use the plugin to export your mail piece into your Lob account.
Visit the Help Center to learn more about creating letters using Lob’s API.How to customize your Letter
More helpful tips for designing your mail piece
What kind of account activity can I show in this template?
You can include recent transactions, statement periods, and ending balances – along with any relevant summaries.
Is this template suitable for recurring monthly statements?
Yes – it’s ideal for routine updates and can be adapted for financial, insurance, or membership accounts.