20 March 2018

How to download bank statements

download pdf bank statementsHow to download bank statements

A standard part of the commercial credit underwriting process is to supply bank statements. Generally, these need to be provided in pdf format. Pdf is commonly required as they cannot be amended, whereas an xls or csv file can be amended or changed, hence lenders preference for pdf.

The instructions below are correct at time of publication and are aimed at making this part of the process a little easier.

HALIFAX

  • Log in to online banking
  • Choose ‘View statement’ on the account you want to view from the account homepage
  • Search your statement history for any transaction in a three month period
  • Export your statement, print it (you can print to pdf)

LLOYDS BANK PLC

  • Log in to online banking
  • Select ‘View statement’ on the account you want to view from your account homepage
  • At the bottom of the statement page, you can choose to export or print where you can then print to pdf

SANTANDER UK PLC

  • Log in to online banking
  • Select 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 where you can choose to print to pdf

NATWEST

  • Log in to online banking
  • Statements section on left-hand side
  • Select an account from the list
  • Select a statement from the list
  • Click view statement at bottom right
  • Download statement as a 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, then print to pdf

BARCLAYS BANK PLC

  • Log into your bank online
  • Click ‘show my latest transactions’
  • At the bottom of the page in a small window, you will be able to see ‘view all my transactions’
  • Click the link
  • A table displaying a larger number of transactions will show
  • On the bar above the list of your transactions, you will see ‘download all pdf’ which is on the right-hand side, select to download

THE ROYAL BANK OF SCOTLAND PLC

  • Log in to Digital Banking
  • Select ‘statements’ from the options on the left of the screen
  • Click on ‘view statement PDFs and certificates of interest’
  • Choose an account and time period
  • Your full statement from that period will be displayed
  • Click ‘download statement (pdf)’ link at the top left
  • Select ‘open’ then save as required

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
  • Save as pdf or print then select ‘print to pdf’

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 to 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’
  • Print to pdf

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’
  • Right-click your statement and choose to save as a pdf.

 

Summary
How to download your bank statement as pdf
Article Name
How to download your bank statement as pdf
Description
Most lenders want to see your bank statements. These often need to be supplied as pdf versions and can be downloaded from your on-line banking. This guide shows how to download bank statements for most high street banks
Publisher Name
Lime Consultancy
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