Documents

Download receiving instructions and informational confirmations for your financial accounts.

Use Documents to download current financial-account information:

Transfer details: instructions for receiving deposits.
Account confirmations: informational documents about a receiving account and its available balance.

Find your documents

Open Settings → Documents. You need access to view financial accounts. Only accounts and documents for the active Pharos account appear.

An account appears when it is a receiving account, is active, and has bank instructions. Pending or inactive accounts and accounts with incomplete instructions are excluded. Check their status in Accounts.

Transfer details

Download a PDF with the selected receiving account's instructions. Depending on the route, it can include:

Currency and payment rails.
Bank name and address.
Holder or beneficiary.
Account and routing numbers.
IBAN, BIC / SWIFT, CLABE, bank code, sort code, or local identifier.

Before sharing, check the account, receiving currency, and compatible rail. Share only with the person making the deposit.

Account confirmations

An account confirmation is an informational PDF issued by Pharos. It can include:

Account and currency.
Payment rails and receiving bank details.
Holder and account identifiers.
Opening date.
Available balance and its date and time.

The balance is a snapshot taken when the document is generated. Download a new confirmation after subsequent deposits or payments if you need an updated amount.

Scope of a confirmation

An account confirmation is not a bank statement, proof-of-funds certification, official bank letter, or document issued by the participating financial institution. Acceptance depends on the requesting organization and purpose; check its requirements before sharing.

Download one document

Open Settings → Documents.
Choose Transfer details or Account confirmations.
Find the account by name, currency, or last digits.
Select the download action on that row.
Wait for confirmation that the document is ready.

The result is a PDF identified by document type and account.

Download documents for multiple accounts

Select the accounts you need within one document category.
Use the header checkbox to select all eligible accounts if needed.
Select Download selected.
Wait for generation to finish.

The download is a ZIP containing a separate PDF for each selected account. Selection is kept separately for Transfer details and Account confirmations during the visit. If generation fails, Pharos does not download a partial ZIP; review the error and retry.

Protect downloaded information

These files can contain bank details and, for confirmations, the available balance. Store them securely, share only with authorized recipients, and verify the email or channel before sending. Avoid outdated copies in shared folders and remove unneeded files according to your business's policies.

Downloading a document does not change the account or reserve funds.

Troubleshooting

No accounts appear: check that a receiving account is active, has complete instructions, and is accessible to your role.
One account is missing: review its status, bank instructions, and the selected Pharos account in Accounts.
A document is not generated: refresh and retry. For a multiple-account download, try one account first to identify the affected account.
The ZIP does not download: select at least one account and wait for any other generation to finish. A failed generation does not produce an incomplete ZIP.
The balance differs from the current balance: download a new confirmation after pending movements are posted.
The recipient needs another document: confirm whether they need transfer instructions, an informational confirmation, a statement, or an official bank letter. Documents generates only the first two.