Generating statements for banks and building societies

Bridlington1

I thought this might be a useful list to publish. I've recently had to generate statements from multiple banks/building societies as part of a property purchase. Some were easier to generate statements for than others, please find below a list of the ones I generated statements for with my remarks.

Note this list is certainly not exhaustive as I didn't need to generate additional statements for all banks and building societies that I use.

If anyone else wishes to share their experiences, feel free to do so here.

Bank/Building Society	Remarks
Bath BS	Can generate custom pdf statement at any time in online banking
Buckinghamshire BS	Can generate online at any time, can't customise date range though, but can get up to previous working day.
Cahoot	Can generate custom statement if contacted, best method is to phone them, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Cambridge BS	Can generate custom pdf statement at any time in online banking
Chorley BS	Can generate online at any time, can't customise date range though, but can get up to previous working day.
Coventry BS	Can generate custom pdf statement at any time in online banking
Darlington BS	An awkward one, can generate printouts of transactions but they don't show name and address. If you want a statement showing the transactions on your account including name and address you have to phone them and request a transaction list with a cover letter showing your name and address, the transaction list is a printout from their back end system
Dudley BS	Can request pdf statements at any time by phoning them, you get an email with a link to a secure mailbox with the pdf in it.
First Direct	Can generate custom statement up to the previous working day if contacted via their chatbot, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Furness BS	Can generate custom statements anytime, if you send a secure message they send it out by post but if you phone them they can send it as a pdf by email, not all staff know how to do this so you may have to tell them you know someone who had a pdf statement sent previously.
Hanley Economic BS	Can generate custom pdf statements, online secure message has a habit of ignoring the pdf part and sending it by post, however if you phone them they can send the statement by email there and then.
Harpenden BS	Can generate online at any time, can't customise date range though, but can get up to previous working day.
HSBC	Can generate custom statement up to the previous working day if contacted via their chatbot, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Manchester BS	Can generate custom pdf statement at any time in online banking
Mansfield BS	Can generate online at any time, can't customise date range though, but can get up to previous working day.
Market Harborough BS	Can generate a custom statement by secure message, they'll generate a transaction list with a cover letter.
Melton BS	Can generate statements by phoning them, this comes in the post. Beware they have a habit of sending statements of interest instead of lists of transactions so you have to make it very explicit that you want a list of every single individual transaction. I did get £25 as an apology for them sending the wrong statement though.
Moneybox	Can generate custom statements anytime in the app.
Monmouthshire BS	Can generate online at any time, can't customise date range though, but can get up to previous working day.
Nationwide	Didn't need to generate a custom statement, but if an account is closed the statement appears in online banking 2 working days later.
NatWest	Can generate custom statement up to the previous working day if contacted via their chatbot, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Newcastle BS	Can generate custom pdf statement at any time in online banking
Nottingham BS	Can generate custom pdf statement at any time in online banking
Penrith BS	Can request a pdf statement in online banking, arrives within a working day.
Plum	Statements are generated monthly, can generate pdf statements for the month you are in at any time.
Principality BS	Can generate custom pdf at any point, I've found if you send them a secure message they have an annoying habit of sending it by post instead, but id you phone them they'll email you a pdf there and then.
Progressive BS	No way to generate custom statements. Statement generated monthly.
RBS	Can generate custom statement up to the previous working day if contacted via their chatbot, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Saffron BS	Can generate custom pdf statement at any time in online banking
Santander	Can generate custom statement if contacted, best method is to phone them, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
Scottish BS	In the old online banking a pdf statement can be requested by secure message if you ask for a list of every individual transaction on the account with a cover letter. Generated within a working day up to the present moment.
Skipton BS	Can generate custom pdf statement at any time in online banking
Tembo	Can generate statement showing all transactions from opening to current day in app, statement is sent as pdf by email within 15 mins.
Ulster	Can generate custom statement up to the previous working day if contacted via their chatbot, statement is available as pdf in online banking the next working day. They also send a paper copy and there's no way to disable the paper version.
West Brom BS	Can generate custom statements by phone, which come in the post
YBS	Can generate custom pdf statement at any time in online banking
Zopa	No way to generate custom statements for their current account and they are monthly statements. Statements for their savings accounts however are generated monthly and can generate pdf statements for the month you are in at any time.

lr1277

FD generated a statement for me for an account I closed in 2019. I called earlier this year and the statement was sent in the post. I didn't think about asking for a pdf statement but then I haven't given FD my email address.

Bridlington1

https://forums.moneysavingexpert.com/discussion/comment/82090196#Comment_82090196

In my case it was all open accounts with FD so it might be that they don't do pdf statements for closed accounts. I know with the NatWest Group if I wanted a statement for a closed account it had to be sent by post, they don't send pdfs for closed accounts.

Section62

If this is going to be one of those updated occasionally threads then it might be useful to add a column for how far back statement data is held online.

Some of them - Nationwide and Monmouthshire being examples that come to mind - have relatively short periods for online data, and beyond that you need to phone them to get printouts. Then in Nationwide's case (for example) you might just get a listing from their back office system rather than a formatted statement.

For proof of source-of-funds type enquiries the period of online data/statements might not be enough with some of the banks and building societies.

Kim_13

Progressive not very progressive in this regard then.

dunstonh

Lloyds Bank can either download a PDF of the proper statement (the one that looks like the postal version) or a print-friendly version (PDF or direct to printer) by calendar month going back multiple years.

For proof of source-of-funds type enquiries the period of online data/statements might not be enough with some of the banks and building societies.

Typically, it cannot be a print screen. It also must contain the name of the account holders, the address, the sort code and account number.