How To Access Your Online Bank Statements
What is a bank statement?
A bank statement tells you all of the transactions that have taken place from your bank account each month. A bank statement tells you all of the money that has gone out of your account as well as all of the money that has gone into your account. Bank statements are extremely detailed and show you the date of each transaction as well as where your money has gone or where it has come from. Bank statements also include other information such as personal information like your account number with the bank, your name and also your address. From your bank statement, you can also see your balance from the start of the period and the balance at the end of the period. This period is usually a month.
We recommend that you keep your bank statements as these may be needed in many different scenarios, especially when it comes to being accepted for a mortgage. It is the law that all banks are required to keep all of your statements for at least five years, even if you have closed your account with that specific bank, although some banks may charge you to access these statements if they are over a year old.
Bank statements can be digital or paper, here we will tell you how to access your online bank statements either through the bank’s website or their mobile banking app.
Which Bank do you use?
Santander
When it comes to Santander, you can access your bank statements online, but first, you must complete an online request form. This is an easy process which only has 6 steps.
- Login to your account
- Locate the navigation menu and select accounts, then account services, then statement copy request
- Once you have located the request, enter all the required information and press continue
- You then need to agree to the terms and accept the fee to access your statement
- Press Continue
- Finally, verify your information before confirming your request.
When it comes to accessing your documents through the mobile app, you, first of all, need to have the app downloaded onto your phone and you need to be logged into your account. You also need to confirm that you are okay with paper-free documents. Here are the steps to do that.
How to Enable Paper-free on your Santander accounts
- To change your paper-free settings, start from the home screen. Tap ‘More’ in the bottom right-hand corner.
- From the ‘More’ menu, click ‘My details and settings.
- Choose ‘Paper-free preferences’ from the ‘My details and settings menu.
- Click the blue toggle on ‘Go paper-free on all accounts’ to switch all your eligible accounts to paper-free. If you’d only like to go paper-free for certain accounts, you can adjust these settings individually from the ‘Your eligible accounts’ section.
- You’ll then see a message letting you know that your paper-free preferences have been saved. From here you can choose to view your statements and documents, or you can close the message.
- You can see if your paper-free preferences are switched on as the toggle will be green. You can revert to getting documents by post any time you like.
From this point, you will now be able to access any of your statements at any time through your mobile app.
To access your documents, follow these steps:
- In your ‘Statements and documents’ inbox, you can view your documents by clicking on them.
- Once you’ve tapped on a document, it’ll open in a PDF viewer. To download it, tap on the arrow icon in the top-right corner of the screen. Once the PDF’s downloaded, you can print it off.
- You can keep track of documents in your inbox by marking them as ‘Read’ or ‘Unread’. Click ‘Select’ near the top of the screen, then pick a document and choose ‘Mark as Unread’ or ‘Mark as Read’ at the bottom of the screen.
- To find a specific document, click ‘Sort’ near the top of the screen and choose how you want your results to be ordered.
- You can also click ‘Filter’ at the top of the screen to sort through your inbox. You can search by account type, document type, and within a specific date range.
Halifax
To access your bank statements from the Halifax website, there are only three simple steps:
- Simply log in to your online banking on the website
- Select the “statement options” menu on your account page
- Select if you would like to print, export, download, or order a paper copy of your statement
Using this service you can view your statements from up to seven years ago. If you require more help with this, then Halifax have a really helpful video guide here
If you wish to view your statements through your mobile banking app, then follow these steps:
- First of all, download the Halifax app and log in to your account.
- Then go to your account menu and select either “download transactions” or “ order paper statements”
By using the mobile app you can access statements from when you very first opened the account.
HSBC
HSBC allows you to view your bank statements both through online banking and mobile banking.
To access your online banking through HSBC these are the simple steps you need to follow.
- Log in to your online banking account.
- Select the “statements” option from the quick links section
- Select the account that you want to access the statements from
- Select the date of the statement that you require. The statement will then automatically download as a PDF
- The statement you have selected can then be viewed, downloaded and printed, you can also share the document from here.
You can also find helpful videos that talk you through this process if you need additional help. You can view that video here.
The steps for mobile banking with HSBC are as follows.
- Login to the HSBC UK mobile banking app.
- Select your account
- Click on “View More”
- Then select “View Statements”
It must be noted that you, unfortunately, cannot access your personal loan and mortgage statements through the mobile banking app
Lloyds
Lloyds have a very informative guide on how to access your bank statements which are pictured below.
Unfortunately, you are not able to access your bank statements through the Lloyds Mobile Banking App so you have to use a computer.
Click to expand each step:
Nationwide
With Nationwide, you can access your statements with both their online banking service and their mobile banking app. For their online banking, viewing your statement is easy, all you need to do is log in to your online banking and choose the account that you would like to view the statement from and the statement will be presented to you immediately.
If you wish to view your past statements that are a few steps that you need to follow which you can find below.
- Login to the internet banking
- Click on the “View Accounts” tab
- Choose your current account from the list
- Choose “Statement Archive” from the “View Accounts” menu
- Choose a statement date to access the full statement.
Using this system means that you can download up to 36 months’ worth of your past statements and save them as PDF documents.
Using the mobile banking app with Nationwide is just as easy. You simply log in to the app and once again select the account that you wish to view the statement for. Although you can access all of your statements through the mobile banking app, you are not able to save or download any of these statements, so if you require a copy of your bank statements you will need to use the online banking system.
Virgin Money
If you are with Virgin Money, you can access your bank statements through online banking and mobile banking. If you want to access your statements through online banking then this can be done by following these steps.
- Go to internet banking and sign in
- Select the account to view its details
- On the right, within the Your Account section, click on View and download statements and follow the on-screen instructions
Once you’ve downloaded your statement to view on screen, you can print or save it from the PDF viewer. PDF viewers vary, so you might need to select the ‘Change’ button to either print or save.
When it comes to viewing and downloading your statements on the mobile app, follow the instructions in the following visual guide.
To access your documents, follow these steps:
- Once logged in to the mobile banking app, click on the account that you wish to view the statements of.
- Click on the statements button.
- Select the statement you wish to view.
- Click on the red link to view the statement, which you can then download and print.
- To download your statement, click on the download button to save the document to your phone.
Barclays
To access your bank statements online with Barclays, you only need to log in to your online banking account and select the account that you wish to view the statement of. You can view statements dating back to July 2013.
To access your documents, follow these steps:
- First of all, log in to your account
- Select the “more” button at the bottom of the screen
- After this, tap on the “manage account” tab
- Once here, press the “statement and letter preferences” button
- After this step, you need to confirm that you want to go paperless by agreeing to the terms and conditions
- After this, you will be able to view your statements through the “more” by clicking “statements and documents”
- Then choose the statement you wish to view
Starling Bank
It is very easy to check your bank statements online, all that you need to do is follow these simple steps.
- Click on your account icon.
- Click on Statements and Documents.
- Click on Statement History.
- Choose the time period you want.
- Decide if you want a PDF or CSV.
- Click on Standard or Certified.
Starling bank does not offer printed bank statements, so if you would prefer a physical copy, you have the option to download a copy and print it out at your convenience.
Monza
At Monza bank, the type of statement you need will depend on what your intended use for it is. Both types of statements can be found on our app.
If you need the statement for your records then follow these steps.
- Tap the Home icon in the menu bar
- Tap Manage to the right of your transaction feed
- Tap Bank statements
- Select the date range you’d like
- Select the format you’d like the document in (PDF, CSV, QIF)
If you need the bank statements for a mortgage application, then you can speak to one of the advisors through the app. You may not always need a signed and stamped copy to be accepted for your mortgage, but if you do, one of the bank advisors can send you one.
Revolut
If you want to access your bank statements with Revolut Banking, then you can download a statement for transactions of any type, status, time period and more. To download your transactions statement:
- Go to Settings (click on your name at the top left of the screen)
- Open Statements page
- Select transaction statements
- Apply or remove filters
- Click the download button at the top to get a statement
- You can choose PDF or CSV file
- You have an option to “share” the statement via email (we highly recommend protecting your document with a password)
You also have the option to download statements from your Dashboard, to do this you need to,
- Go to your Dashboard tab
- Click the three dots (…) button to open the overflow menu
- Select Statements
- Select transaction statements
NatWest
NatWest banking makes it very easy for you to access your bank statements online. There are only a few steps that you need to complete.
- Log in to Online Banking
- Select ‘Statements’ from the main menu and then ‘View, save and print PDF statements and certificates of interest (up to 7 years)’ from the ‘Your accounts’ section
- Select the account you want the statement for, and then ‘Next’
- From the list of available statements select the one you need to print, and then ‘View Statement’
- Select ‘Download Statement (PDF)’ at the start of the page if you want an electronic copy too
TSB
TSB has a very helpful guide that shows you exactly how to access your bank statements through their mobile banking app.
Royal Bank of Scotland
The Royal Bank of Scotland also make it very easy for you to access your bank statements through their online banking system. All you need to do is follow these steps.
- Log in to Online Banking
- Select ‘Statements’ from the main menu and then ‘View, save and print PDF statements and certificates of interest (up to 7 years)’ from the ‘Your accounts’ section
- Select the account you want the statement for, and then ‘Next’
- From the list of available statements select the one you need to print, and then ‘View Statement’
- Select ‘Download Statement (PDF)’ at the start of the page if you want an electronic copy too
Co-Op Bank
To access your online bank statements online through the Co-Op Bank, there are only 4 simple steps that you need to follow
- 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.
Metro Bank
In order to find your bank statements online through Metro Bank, then these are the steps you need to follow.
- Login to Personal and Business internet banking platform
- Click on the account(s) you would like to see Statements for
- Click ‘Documents’
- Click ‘Account Statements’
- Select which years statements you want to see
- Click ‘View’ for the month you would like to see
- You can now see and download your statement