HOW TO DOWNLOAD YOUR BANK STATEMENTS

HOW TO PRINT OR DOWNLOAD YOUR BANK STATEMENT

20th September 2020 

One of the most important documents you will need when applying for a mortgage is your bank statement.

Every mortgage adviser will ask for it and so we thought is would be useful for you to see how to download or print you bank statements.

Below is a list of banks and the steps you will need to take to download your bank statements.

Barclays

  1. Log into online banking on your computer.

  2. 4 tabs will be visible to you with headings 'recent transactions'; 'Search for transactions'; 'Statements'; and 'Annual Summaries'.Select the statements tab

  3. You should now see the last 3 months statements at the top of the page and a full list of statements for the last 12 months. 

  4. click on the statement you wish to view and then you will be given. the option to download.

Bank of Ireland

  1. Log into your online banking on your computer.

  2. Select Statements from the main menu.

  3. Choose the second tab, ‘Statements and documents’.

  4. Select the account from the drop-down list.

  5. Choose the eStatement you wish to view. This will open in a new tab or window on your browser.

  6. In your browser toolbar, select ‘file’ and then click ‘print’.

  7. This will open up your statement in print preview.

  8. To save this to PDF select ‘Adobe PDF’ as the printer on a PC, or click ‘change destination’ and select ‘save as PDF’ on a mac. This will prompt you to name your file and save it to your computer.

 

Bank of Scotland

  1. Log in to your online banking on your computer. select ‘statements’ from the options on the left of the screen.

  2. Click on ‘view statement PDFs and certificates of interest’.

  3. Choose an account from the list.

  4. Choose a time period to view.

  5. Click ‘Download statement (PDF)’ in the top left corner.

 

Co-operative

  1. Log in to your online banking on your computer.

  2. Select ‘Statements’ and choose the statement you want to see.

  3. Click ‘Download’.

 

Coutts

  1. Log in to your online banking on your computer.

  2. Select ‘Statements’ from the middle of the toolbar.

  3. Choose the account you wish to download statements for.

  4. Click ‘Download’ in the bottom right-hand corner of the screen.

  5. Choose PDF.

 

First Direct

  1. Log in to your online banking on your computer.

  2. Click ‘Statements’ and then ‘View statements’ from the menu on the left-hand side.

  3. Scroll to the bottom of the page and click ‘print’ at the bottom left-hand side of the screen (don’t click download).

  4. Update the ‘from’ and ‘to’ dates shown to cover the period you want to see your statement for and click ‘print’ again.

  5. This will open up your statement in print preview.

  6. To save this to PDF select ‘Adobe PDF’ as the printer on a PC, or click ‘change destination’ and select ‘save as PDF’ on a mac. This will prompt you to name your file and save it to your computer.

 

Lloyds

  1. Log in to your online banking on your computer.

  2. Click on the link to your digital inbox on the left-hand side, or click the envelope in the top menu.

  3. You will see copies of your recent bank statements and the option to download as a PDF.

Halifax

  1. Log in to your online banking on your computer.

  2. Click ‘View statements’ on the account you want to see statements for.

  3. Click ‘Statement options’ at the top of the page and download as PDF.

HSBC

  1. Log in to your online banking on your computer.

  2. On the left-hand side of the page, select the account you want to download statements for.

  3. Click ‘Manage’ in the top right, just above your transaction details.

  4. Under the ‘Documents’ header, select ‘Statements’.

  5. Click on the statement you want to save.

  6. In the bottom right, select ‘Download PDF’.

Metro Bank

  1. Log in to your online banking on your computer.

  2. Select the account you want to see statements for.

  3. Click ‘Search transactions’ and specify the dates you want to see transactions for.

  4. Click ‘Print transactions’ - this will open up your statement in print preview.

  5. To save this to PDF select ‘Adobe PDF’ as the printer on a PC, or click ‘change destination’ and select ‘save as PDF’ on a mac. This will prompt you to name your file and save it to your computer.

 

Nationwide

  1. Log in to your online banking on your computer.

  2. Click the ‘View accounts’ tab at the top of the page.

  3. Click the account you want to download statements for.

  4. Click ‘Statement archive’ from the menu on the left side of the page.

  5. Select your statement date.

  6. Click ‘Download’.

NatWest

  1. Log in to your online banking on your computer.

  2. Click ‘Statements’ in the menu on the left-hand side of the page.

  3. Under ‘Your accounts’ in the middle of the screen, click ‘View, save and print PDF statements and certificates of interest (up to 7 years)’.

  4. Select the account you want to download statements for and click next.

  5. Select the statement you wish to download and click ‘View statement’.

  6. Click ‘Download statement (PDF)’ above the list of transactions.

RBS

  1. Log in to your online banking on your computer.

  2. Click ‘Statements’ in the menu on the left-hand side of the page.

  3. Under ‘Your accounts’ in the middle of the screen, click ‘View, save and print PDF statements and certificates of interest (up to 7 years)’.

  4. Select the account you want to download statements for and click next.

  5. Select the statement you wish to download and click ‘View statement’.

  6. Click ‘Download statement (PDF)’ above the list of transactions.

Santander

  1. Log in to your online banking on your computer.

  2. Select the account you wish to download statements for.

  3. Click on ‘E-documents’ from the menu on the left-hand side.

  4. Select the statement you want to download. This will open as a PDF document and your browser should give you the option to download it to your computer.

TSB

  1. Log in to your online banking on your computer.

  2. Select the account you wish to download statements for.

  3. Click ‘Print’ at the bottom of the screen. This will open up a new window with your statement.

  4. Click ‘Print’ again, which will open your statement in print preview.

  5. To save this to PDF select ‘Adobe PDF’ as the printer on a PC, or click ‘change destination’ and select ‘save as PDF’ on a mac. This will prompt you to name your file and save it to your computer.

Tesco Bank

  1. Log in to your online banking on your computer.

  2. Select the account you wish to download statements for.

  3. Select ‘Manage account’ and click ‘View your statements’.

  4. Click the statement you wish to download and click ‘Download’.

 

Yorkshire Bank

Unfortunately, Yorkshire Bank doesn’t currently offer downloadable statements, and you’ll need to contact them to get a copy of your bank statements.

Because we play by the book we want to tell you that...

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice.  The amount you pay will depend upon your circumstances.

The fee is up to 1%, but a typical fee is 0.3% of the amount borrowed

Head Office Address
We have Branches in:

5 The Courtyard

Trull

Taunton

TA4 1EQ

Tel: 01823 740027

Email:

enquiries@themortgagecentreuk.co.uk

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