You’re able to go paper-free to see your bank statements quickly and safely online.
You can view, download, and print documents and statements in your own time with Mobile and Online Banking.
A statement is a document that shows your balance, transactions and any charges or interest you gained in a statement period. Going paper-free means that you'll get your documents online and not by post, saving you time and helping reduce paper waste.
The easiest way to view, download and print your statements is in Mobile Banking
To view your statements in our mobile banking app, simply log on and follow these 3 steps.
Tap 'More' in the bottom-right corner
Click 'My details and settings'
Choose 'Statements and documents' from the menu
Once you click 'Statements and documents', you'll be able to see the documents for your eligible accounts. You can look at and filter your statements, then download and print off the ones you need.
We'll also send you an email when you have a new document to view. You can choose to go paper-free on some or all of your eligible accounts, and you can change your paper-free preferences any time you like.
You can adjust your paper-free settings by logging on to Mobile Banking, clicking ‘My details and settings' and choosing 'Paper-free preferences' from the menu.
Looking for more ways mobile banking can help you manage your money? Try our built-in app feature, My Money Manager, which helps you budget and take care of your spending.
We provide you with information relating to your transactions by posting them to Online Banking, usually on the day of the transaction. You can check your current and savings accounts transactions between dates over the last 7 years.
- Go to the 'My accounts & transactions' tab.
- Go to ‘View transactions’.
- Use the dropdown menu to select the account you’d like to view transactions for.
- You can also view transactions by amount or type using the ‘advanced search’ link in the middle of the page. To view transactions between specific dates, use the date boxes next to ‘Show transactions’.
You can view, download and print off your statements and documents whenever you like online by doing the following.
- Log on to Online Banking
- Click the 'e-Documents' tab in the left-hand side menu.
- Search/filter for the statement(s) you want.
- Click the document name or 'Go' to download your statement as a PDF.
You can also adjust your paper-free settings in the 'e-Documents' menu to stop getting your statements by post and receive them online instead.
Going paper-free helps the environment by cutting down on paper waste. It can also save you the hassle of sorting through your paperwork by having your documents in one convenient place in Online Banking.
You can also view your documents in Mobile Banking
Other ways to bank
You can use our cash machines to check and print balances and mini-statements showing a list of your most recent transactions. Visit our branch locator page and use the filter to find your nearest cash machine.
You can also register to get free account alerts to keep you updated with what’s happening with your accounts.
What's a statement period?
For current accounts, a statement period usually runs from the monthly anniversary of the date you opened or transferred your account, unless you've asked for it to be changed.
For example, if your statement date is the 18th of the month, your monthly statement period will cover the period from the 18th of one month until the 17th of the next.
Where we talk about a month in relation to your account, we're referring to the monthly statement period. When we ask you to fund the account each month, or talk about paying cashback monthly, for example, we mean the monthly statement period.
For savings accounts, the statement period is typically annual. The month you receive your statement may depend on the savings account you opened.
How do we provide statements?
If you're a current account and/or credit card customer, you'll typically receive paper statements unless you've chosen to be paper-free or the eligibility criteria for opening your account says otherwise.
You'll receive a paper statement by post monthly. Those statements will also be available in your e-Documents in Mobile or Online Banking.
If you've given us an email address, we'll send you a confirmation every time your monthly statement is ready to view in Mobile or Online Banking. We may also provide you with paper statements less frequently (once every 3 months).
If you're paper-free, either because you chose to be or because this is part of your product's eligibility criteria, your documents, statements and some of your letters will be stored securely in e-Documents within Mobile or Online Banking. Find out how to go paper-free and manage your statements online with our Online Banking guides and video guides.
If you have a savings account with us, you'll receive a paper statement by post annually, unless you've chosen to be paper-free or your savings account is online-only, in which case we'll provide your annual statement in your e-Documents in Mobile and Online Banking.
You can switch between paper and paper-free statements at any time in Mobile or Online Banking, or tell us how often you'd like to receive paper statements (once a month or once every three months) in branch or by contacting us. If regulation or the law asks us to, we may send you statements at different times to the ones you request.
For both current and savings accounts, we also offer free paper statements upon request and information on transactions is available at your convenience in Mobile and Online Banking.
Understanding your statement
Your statement will include your account name and any interest rates that apply to your account. It'll also include your account balance and details of any transactions that you've made or interest that has been credited to your account as well as information about the fees and charges you may have incurred.
To help you understand how it works, take a look at our Managing your money (1.43 MB) (1.43 MB) leaflet.
For current accounts, we'll write to you separately to tell you about any overdraft related charges or fees in any monthly statement period in advance of the fees being taken from your account.
If you're a savings customer, we might also send you a separate letter by post or e-Document to give you transaction information where a receipt may not be available at the time of the transaction (for example, telephone transfers).
If you already live in the UK and are moving to another UK address, you can change your address online.
- Log on to Online Banking
- Go to the ‘My details and settings’ tab.
- Click ‘Change personal details’ in the left-hand menu.
- Choose ‘Change address’.
- Add your new address and click ‘Continue’.
- We’ll send a One Time Passcode (OTP) to your registered mobile number.
- Enter your Security Number and OTP.
- Click ‘Confirm’ to change your address.
Please bear in mind that you can’t change your address online for certain products such as your mortgage and insurance.
You can also visit our contact us page for more options on how to change your personal details.
This change will only update your own address details. All other account holders may need to update their address separately. Until they get in touch with us to change their address, all their correspondence (including cards and statements) will be sent to their previous address.
You can also change your address by visiting your local branch with your debit or credit card, or with your passbook and proof of ID with a signature such as a UK/EEA passport or full UK driving licence.
You'll automatically get your account summary to view as an e-Document in Online Banking each May, though sometimes you may get them in early June. We recommend registering for Online Banking if you haven't already. If you have a bond, you'll get your summary in May or early June as well, though we'll send it to you as a document in the post.
Account summary (available in May)
- You'll get the details of any interest paid on your personal savings, current accounts, and bonds during the tax year all in one place.
- This summary includes open and closed accounts between 6 to 5 April from the previous tax year. We'll aim to make these available by the end of May.
- You can view and print your account summary in Online Banking.
Bond account summary (sent in May)
- If you hold an open bond, you'll also get an account summary with details of any interest paid for bonds you have open as of 5 April for the previous tax year. It also gives you an annual reminder of The Financial Services Compensation Scheme (FSCS) limits.
- Closed or matured accounts are not included, and this document will not be available online or by request.
You can use Online Banking to view the details of your mortgage, including your current interest rate, outstanding balance and recent transaction history. To view this information, you'll need to:
- log on to Online Banking
- choose your mortgage account
- click 'View transactions' and 'Account details’.
At the beginning of every year, you'll get your annual mortgage statement that provides details about your mortgage and a summary of your last 12 months of payments. You can also see your recent transactions in Online Banking and will be able to print them off from there.
As of 2020, you can also view your annual mortgage statements in Online Banking. Just log on, click the 'e-Documents' tab on the left-hand side of the screen, then search for and download your statement.
You can also review and manage your mortgage in Mobile Banking
Personal Loan statements
Every year on the anniversary of the date you opened your loan, we'll send you a paper statement confirming the details of the repayments you've made. You can view your statement at any time to see how much you've repaid and the amount left to repay by logging on to Online Banking.
You can ask for a copy of your annual loan statement or an ad hoc statement by contacting us if you need to. Make sure you have your loan account number, sort code, and know the date range you'd like to check as well. There's no charge for this service, and the statement will be sent out to you by 2nd class post.