Statements and Account Documents
This page explains how to view or download your statements, access your Certificate of Profit, and request documents if you can't find what you need.
How to access your documents
The quickest way is through Digital Banking, where you can view and download most documents instantly.
Viewing your statements
- Log in to Digital Banking (app or desktop)
- Select the account you want
- Choose Statements
- Select the month to view or download
You can access up to 2 years of statements online.
Certificate of Profit
A Certificate of Profit shows how much profit you've earned on your savings account during the last tax year, which is useful for tax returns.
- Log in to Digital Banking
- Select your savings account
- Choose Profit Certificate
- Select the document you want
Certificates of Profit are only available for savings accounts.
Home Finance annual statements
If you have a Home Purchase Plan (HPP) or Buy to Let (BTL) finance, you'll receive an annual statement covering 1 October to 30 September. These are usually sent in December by post or email. If you haven't received yours, send us a secure message through Digital Banking.
Requesting a document
If you can't find what you need, you can request it.
Ad hoc (one-off) statements - requested via secure message, sent by post. Fee: £5.00 (for up to one year of history). These are provided as transaction histories, not formal statements.
Statement of Fees - if you have a current account, you'll receive an annual Statement of Fees showing fees charged over the last 12 months and the services you've used. It's usually sent by post and helps you understand the total cost of your account.
What happens next?
- You can download and save your documents immediately online
- For requests, we'll process and send them to you
- If you need help, we'll contact you via secure message
How long will it take?
- Documents in Digital Banking: available instantly
- Annual Home Finance statements: issued each December
- Requested statements: delivered by post (times may vary)
Quick tips
- Statement availability depends on your account type: current accounts (monthly), savings accounts (quarterly), ISAs and Home Finance (annually)
- Use Digital Banking for the fastest access
- Request documents early if you need them for a deadline (e.g. tax returns)
Need help?
If you're unsure about anything, send us a secure message through Digital Banking, and we'll be happy to help.