Three months’ bank statements must be received for loan applications to be considered. This allows us to ensure that your credit union loan is affordable and will not put you under financial stress. Here’s how to send us bank statements:

  • PDF emailed to info@advancecu.org.uk, please add your name and ‘bank statement’ to the subject line.
  • Paper bank statements can delivered in person to our office (address below)
  • Post paper bank statements to our office. We will return originals to you.
  • Photos of the paper statement are acceptable –  place the paper on a flat surface and ensure the full page is in the image. Be sure to send us photos of all pages. Email the images to info@advancecu.org.uk, please add your name and ‘bank statement’ to the subject line.

We are not permitted to accept:

x    Screenshots, or mobile phone app statements as these do not show the account holder’s name, address and account number.

x    Mini-statements

x    Selfies holding the paper statement

Mobile Banking Apps often don’t permit you to view or download bank statements, however it  is always possible to login to internet banking via the bank’s website. Mobile banking websites are often simplified with limited options. If you do not have access to a PC or laptop to view the full internet banking website then on your mobile browser options ‘request the desktop site’ which will then display the full options which should then allow PDF downloads of bank statements or ‘print to PDF’.

The following guide can help you with accessing your online statement, or downloading your statement in PDF format, with most of the current account providers in the UK.

Login to Halifax online banking
Simply select ‘View statement’ on the account you want to view from your account homepage.
You’ll see your current balance, available funds and transaction history.
Search your statement history for any transaction in a three month period.
You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page

Login to Lloyds online banking

To view your statements, select ‘View statement’ on the account you want to view from your account homepage. You can choose to export your statement, print it, or order a paper copy using the options at the bottom of the statement page.

Login to Santander online banking

Click on the specific account. Click 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.

Log in to NatWest online banking
Statements section on left hand side
Click View, save and print PDF statements and certificates of interest (up to seven years)
Select an account from the list to see available statements.
Select a statement from the list to view
Click view statement at bottom right
Download Statement (PDF)

Log in to TSB internet banking, then select your account.
Select Print at the bottom of the screen to open a new window.
Select Print again, and Save as PDF.

Log into Barclays internet banking (you will need your PINsentry or MOBILEsentry to log into your account online)– where you will then be taken to your homepage displaying your account(s). Click ‘show my latest transactions’.

Once you have clicked this a small window will appear showing a few recent transactions, at the bottom of the small window you will be able to see blue words that say ‘view all my transactions’, click this.

You will then be taken to a larger table displaying a larger number of your transactions

On the subheading bar above the list of your transactions you will be able to see ‘download all pdf’ which is on the right hand side, select that

Log in to RBS Digital Banking
Once you’re logged in, select ‘statements’ from the options on the left of the screen.
Click on ‘view statement PDFs and certificates of interest’
Choose an account from the list
Choose a time period to view
Your full statement from that period will be displayed.
To download it as a PDF, simply click on the ‘Download statement (PDF)’ link at the top left
When prompted , select ‘open’

Log in to HSBC internet banking, 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.
You can either change the destination or select PDF software, and use ‘Print’ or ‘Save’ as required.

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 in 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’ below.

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’ at the top.
Now, right-click your statement and choose to save as a PDF.

CLYDESDALE BANK PLC

Log in to Internet Banking

You can view the last six months or four hundred transactions, whichever is the lesser, for your current and savings accounts within Internet Banking.
You are also able to print a copy of your transactions by selecting the print option in the top right hand menu.

TESCO BANK

Log in to online banking and select the account you wish to view.
Select ‘View your Statements’ from the right panel.

Set the dates you require, and access the PDFs from the main window.

Mobile: access PDFs by pulling down on the transaction screen.

SAINSBURY’S BANK PLC

Log in to online banking to see your Account Summary

Next to each account there’s an ‘options’ drop-down menu – use this to access all your account management tools and view your statements.

ALDERMORE BANK PLC

If you opened an account online, you can log into your account to view and print a statement at any time. Statements will be sent to you via secure message as PDF files that you can download, save or print.

COVENTRY BUILDING SOCIETY

When viewing statements on your online account, selecting the ‘Print’
option will produce a PDF for you to download

These instructions are provided as a brief guide and are based on the current account providers’ websites at October 2017. These websites and the user interfaces may change so, if you notice that our instructions don’t match up to your experience, then do please let us know – we’ll be happy to update this guide. Please note that Advance Credit Union does not take responsibility for any loss or damage caused to any person relying on any statement or omission in these instructions.