Bank Statements
Lenders want to look at a snapshot of your financial history and how you handle your money. They want to ensure that there are no returned payments, or you have exceeded any overdraft limit.
They use your bank statements to confirm your salary and your income being banked is as per your income documents. They want to see your mortgage or rent being paid and to make sure that no regular payments have been missed on your mortgage application.
DO
Provide your statements as PDF files, which are easy to save, view, print, and open.
Your bank statements MUST show your name, address, sort code and account number.
Provide at least 3 complete months making sure there are no gaps in the statements you provide
DON’T
Access your statements using a smart phone, this nearly always results in a document that cannot be used.
Send screenshots or photographs, these are not acceptable to lenders.
Send transaction lists as these are not accepted by lenders.
Email them to anyone else as this makes you a potential target for fraud and other associated crimes.
Barclays
Bank of Ireland
Bank of Scotland
Barclays
1. Log into online banking on your computer.
2. You’ll see 4 tabs with the headings: ‘Recent transactions’; ‘Search for Transactions’; ‘Statements’ and ‘Annual Summaries’. Select the ‘Statements’ tab.
3. This will show your latest three statements at the top of the page and then further down there will be a full list of statements for the last 12 months.
4. From here, click on the statement you want to view and you’ll be given the option to download or print.
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.
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Barclays
Bank of Ireland
Bank of Scotland
Barclays
1. Log into online banking on your computer.
2. You’ll see 4 tabs with the headings: ‘Recent transactions’; ‘Search for Transactions’; ‘Statements’ and ‘Annual Summaries’. Select the ‘Statements’ tab.
3. This will show your latest three statements at the top of the page and then further down there will be a full list of statements for the last 12 months.
4. From here, click on the statement you want to view and you’ll be given the option to download or print.
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.
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F
Co-operative Bank
Coutts
First Direct
Co-operative Bank
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’ and choose the statement you want to see.
3. Click ‘Download’.
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 Bank
Halifax
HSBC
Lloyds Bank
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 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.
HSBC
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.
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Lloyds Bank
Halifax
HSBC
Lloyds Bank
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 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.
HSBC
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.
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P
Nationwide
NatWest
Metro Bank
Plum
Nationwide
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.
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.
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.
Plum
1. Open the Pockets section in the app and then tap on the pocket of your choice
2. Choose the More Info section
3. Tap the Pocket Statements button
4. Choose the statement for the month of your choice
Santander
TSB
Tesco Bank
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. 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.
Tesco Bank
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.
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T
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T
Santander
TSB
Tesco Bank
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. 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.
Tesco Bank
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.
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The Legal Bit...
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice. The actual 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.
*Bridging, Will Writing, Equity Release & Conveyancing are all provided through our network of approved business partners.
Charlie Bridges Mortgages & Protection is a trading name of Charlie Bridges Mortgages & Protection Ltd which is an appointed representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.
Charlie Bridges Mortgages & Protection Ltd. Registered Office Address: 16 Hermes Way, Sleaford, England, NG34 7WH. Registered in England Number: 11888979.
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