Downloading Bank Statements
If you use Online Banking, it's the easiest way to get your bank statements ready to send to us.
Check out the instructions below for your bank or building society.
HALIFAX
Login to online banking.
Simply select ‘View statement’ on the account you want to view from your account homepage.
You’ll see your current balance, available funds and transaction history.
Search your statement history for any transaction in a three month period.
You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.
LLOYDS BANK PLC
Login to online banking.
To view your statements, select ‘View statement’ on the account you want to view from your account homepage.
You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.
SANTANDER UK PLC
Login to online banking.
Click on the specific account.
Click the Statements & Documents link from the left-hand menu.
The Statements & Documents page will display.
Click Go next to the statement you wish to print, your statement will open in a separate window.
NATIONAL WESTMINSTER BANK PLC
(otherwise known as NATWEST)
Log in to online banking Statements section on left hand side.
Click View, save and print PDF statements and certificates of interest (up to seven years).
Select an account from the list to see available statements.
Select a statement from the list to view.
Click view statement at bottom right.
Download Statement (PDF).
TSB BANK PLC
Log in, then select your account.
Select Print at the bottom of the screen to open a new window.
Select Print again, and Save as PDF.
BARCLAYS BANK PLC
Log into your bank online.
(you will need your PINsentry or MOBILEsentry to log into your account online).
Where you will then be taken to your homepage displaying your account(s).
Click ‘show my latest transactions’.
Once you have clicked this a small window will appear showing a few recent transactions, at the bottom of the small window you will be able to see blue words that say ‘view all my transactions’, click this.
You will then be taken to a larger table displaying a larger number of your transactions.
On the subheading bar above the list of your transactions you will be able to see ‘download all pdf’ which is on the right hand side, select that.
THE ROYAL BANK OF SCOTLAND PLC
Log in to Digital Banking.
Once you’re logged in, select ‘statements’ from the options on the left of the screen.
Click on ‘view statement PDFs and certificates of interest’.
Choose an account from the list.
Choose a time period to view.
Your full statement from that period will be displayed.
To download it as a PDF, simply click on the ‘Download statement (PDF)’ link at the top left.
When prompted , select ‘open’.
HSBC BANK PLC
Log in, then select your account.
Click ‘Previous Statements’ from the left panel, and select a month.
Select Print from the bottom, then Save as PDF.
FIRST DIRECT
Log in to online banking View your statements, and select Print at the bottom of the screen.
Enter your dates required (three or six months), and select Print again to open a preview.
You can either change the destination or select PDF software, and use ‘Print’ or ‘Save’ as required.
NATIONWIDE BUILDING SOCIETY
Log in and select your account.
Select ‘Statement’ on the left of the screen, and ‘Archive’.
Your statements will be now be listed and available to view, save and print in PDF.
METRO BANK PLC
Log in to your online banking and select an account to view.
Download a copy of your latest statement from the top panel, or set dates in the ‘Search Transaction’ and select ‘Print Transactions’ below.
THE CO-OPERATIVE BANK PLC
Log in to your online banking.
Select Statements from the left menu and the required account.
Select a statement number, followed by ‘Print’ at the top.
Now, right-click your statement and choose to save as a PDF.
CLYDESDALE BANK PLC
Log in to Internet Banking.
You can view the last six months or four hundred transactions, whichever is the lesser, for your current and savings accounts within Internet Banking.
You are also able to print a copy of your transactions by selecting the print option in the top right hand menu.
TESCO BANK
Log in to online banking and select the account you wish to view. Select ‘View your Statements’ from the right panel. Set the dates you require, and access the PDFs from the main window.
Mobile: access PDFs by pulling down on the transaction screen.
SAINSBURY'S BANK PLC
Log in to online banking to see your Account Summary.
Next to each account there’s an 'options' drop-down menu – use this to access all your account management tools and view your statements.
ALDERMORE BANK PLC
If you opened an account online, you can log into your account to view and print a statement at any time.
Statements will be sent to you via secure message as PDF files that you can download, save or print.
COVENTRY BUILDING SOCIETY
When viewing statements on your online account, selecting the ‘Print’ option will produce a PDF for you to download.