Online Bank Statements Guide

Most mortgage lenders will want to see your latest 3 months’ bank statements to support your application.

With the majority of customers now getting their bank statements online instead of through the post, we’ve put together a guide for how to download pdf statements from the 10 most commonly used banks.

A few general points for all banks

• Export as PDF, not CSV.
• DO NOT take a screenshot on your phone. Use the export/share button (normally a square with an arrow) to export the PDF file
• First page should show your name, address, sort code, account number, and the statement dates.
• If offered, choose Certified PDF (for banks like Starling).

Barclays

Mobile App

1. Log in
2. Tap “More” or your profile icon
3. “Statements and documents” → pick account/month
4. “Download/Share” → PDF

Laptop/Desktop

1. Log in
2. Select your account → “Statements and documents”
3. Open a statement → Download/Print as PDF

HSBC UK

Mobile App

1. Log in → menu → Profile
2. “My documents” → open statement (PDF) → save/share

Laptop/Desktop

1. Log on → “My documents” or go to account → “View statements”
2. Open the period → Download/Print PDF

Lloyds Bank

Mobile App

1. Log in → pick account
2. “Statements” or “Statement history”
3. Choose month/range → Download/Share → PDF

Laptop/Desktop

1. Log in → pick account
2. “Statements” or “Statement search” → open statement
3. Download/Print as PDF

Halifax

Mobile App

1. Log in → account
2. “Statements” or “Statement history”
3. Choose month → Share/Download → PDF

Laptop/Desktop

1. Log in → pick account → “Statement options” → “View statement”
2. Choose month → Print then Save as PDF (or Download PDF)

NatWest

Mobile App

1. Log in → account
2. “Statements” or “Documents”
3. Pick month/range → Download/Share → PDF

Laptop/Desktop

1. Log in → “Statements”
2. Pick account and date range → Download/Print PDF

Santander UK

Mobile App

1. Log in → menu
2. “eDocuments” or “Statements & documents”
3. Pick the statement → Download/Share → PDF

Laptop/Desktop

1. Log in → account → “eDocuments/Statements”
2. Open the month → Download PDF

Nationwide Building Society

Mobile App

1. Log in → “More/Manage”
2. “Documents/eDocuments” → pick statement → Download/Share → PDF

Laptop/Desktop

1. Log in → “My accounts” → “eDocuments”
2. Open statement → Download PDF

Monzo

Mobile App

1. Home → Manage → “Bank statements”
2. Choose dates → Format: PDF → Export

Web

1. Log in at web.monzo.com
2. Use “Export statement” on the home screen

Starling

Mobile App

1. Tap account/profile icon → “Statements & documents” → “Statement history”
2. Pick a date range → PDF → choose Standard or Certified → Export

Laptop/Desktop

Starling is app-first; statements are generated and exported from the app.

Virgin Money

Mobile App

1. Log in → “More” or envelope/mail icon → “Statements”
2. Choose month → Download icon → PDF

Laptop/Desktop

1. Log in → account → “Statements/Documents”
2. Open month → Download PDF