Halifax:

How to get your Bank Statements from Halifax

Banks will request to see up to three months worth of Bank Statements from all your current accounts. These must be in a specific format, not just screenshots from your banking app.

Please follow the instructions below to download your statements as a Halifax customer:

Online Banking

01 - Visit the Halifax website and log in to your online banking account with your security details.

02 - From your dashboard, click on the account you need statements for.

03 - On your account page, select 'Statement options'.

04 - Select the statement you want to download.

05 - Choose to download the selected statement (you can also choose to print or order a paper copy from here).

Mobile App

01 - Open the Halifax app and log in to your account.

02 - Choose the account you want statements from.

03 - Select the three dots to expand the account menu.

04 - Select 'Download' (You can also choose to print or order paper copies from here).

05 - Chose the statements you would like to download and follow the instructions.

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THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.