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- Gather proof of address for a new application?
- Reconcile your accounts for tax season?
- Investigate an old transaction or payment?
- Simply review your financial history out of curiosity?
- For active accounts: Nationwide generally makes statements available digitally for a certain period through their online banking platforms.
- For closed accounts: The retention period for closed accounts is typically longer due to regulatory obligations. Nationwide states that for most products and services, your information will be retained for 6 years following the closure of your accounts. However, for mortgages, this period can extend up to 12 years. This extended retention for mortgages is due to more stringent regulatory requirements.
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- Log in: Go to the Nationwide Internet Bank website and log in using your credentials.
- Navigate to Accounts: Once logged in, you'll typically see a list of your accounts. Select the specific current account you wish to view statements for.
- View Full Statement: You should automatically be shown your most recent full statement.
- Access Past Statements: To view older statements:
- Choose the 'View accounts' tab.
- Select your current account from the list.
- Look for and select 'My Documents' from the top bar.
- From here, you can choose a statement date to view the full statement.
- You can usually download up to 36 months (3 years) of your past statements as PDF files. If you need more than one, you'll need to repeat these steps for each statement.
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- Log in: Open the Nationwide Banking app on your smartphone or tablet and log in.
- Select Account: From the list of accounts, tap on the one you want to view.
- Find Statements: Look for an option like 'Statements', 'Documents', or similar.
- The app typically provides access to the last 15 months of statements. You can view and download them as needed.
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- Card-based savings accounts: Follow the same steps as for current accounts in the Internet Bank or Banking App.
- Non-card-based savings accounts and e-bonds:
- Log into the Internet Bank.
- Choose the 'View accounts' tab.
- Select your savings account from the account list. You should then be able to view your statements.
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- Log into the Internet Bank.
- Choose your credit card from the list.
- You'll automatically see the latest account summary.
- To view previous summaries (up to 15 months where a previous statement has been issued):
- Choose 'Statement summary / statement archive' from the menu.
- Select a statement date to view the full statement.
- If you want to download your statement, choose 'Download transactions' and select your desired format.
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- If you closed your account on or after 2 February 2018, Nationwide can help you with online access to your historical statements dating back 5 years from the account closure.
- These statements will be available online within 10 working days of closing your account.
- Crucially, you must register for online access to your historical statements within 6 months of your account closure. If you miss this window, you'll likely only be able to get paper copies.
- To register, you'll typically need to use the email address you used when you originally registered for online banking.
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- If you need statements beyond the online availability periods, or for accounts closed more than 6 months ago (and you didn't register for online access to historical statements), you will need to request paper copies.
- Visit a Nationwide branch: This is often the most straightforward way to make your request in person.
- Call Nationwide: You can contact their customer service line. For UK, the number is usually 03457 30 20 11. If you're abroad, it's +44 1793 65 67 89.
- Timeframe: Nationwide generally posts paper statements to you within seven days of your request.
- Potential Charges: Be aware that depending on what you ask for (e.g., a large volume of old statements), there may be a cost for your request. It's advisable to check their Tariff of Charges or inquire about fees when you make your request.
- Legal & Tax Compliance: HMRC (HM Revenue & Customs) generally recommends keeping tax-related documents for at least 6 years from the end of the last company financial year they relate to. For personal tax, it's often advised to keep records for 3 to 7 years. Having your own copies makes this much easier.
- Proof of Payments & Transactions: Whether it's for a house purchase, loan application, or disputing a charge, your statements serve as vital proof.
- Financial Planning & Budgeting: Reviewing past statements helps you understand your spending patterns and create more effective budgets.
- Dispute Resolution: In case of discrepancies or fraud, having your own records can be invaluable.
- Go Paperless: If you haven't already, switch to paperless statements through Nationwide's online banking. This makes them easily accessible and reduces clutter. You'll receive email notifications when new statements are ready.
- Download Regularly: Make a habit of downloading your statements monthly or quarterly and saving them to a secure, organized folder on your computer or cloud storage.
- Backup Your Data: Ensure your digital statement copies are backed up to prevent loss in case of hardware failure.
- Print When Necessary: For particularly important transactions or for official applications, a printed copy can still be useful.
Frequently Asked Questions (FAQs)
Here are 10 related FAQs to help you navigate Nationwide statement access:
How to view my most recent Nationwide statement online?
Reminder: Reading twice often makes things clearer.
- Log into the Internet Bank or Banking App, select your account, and the latest statement will usually be displayed.
How to access Nationwide statements older than 36 months online?
- You generally cannot access statements older than 36 months (or 15 months on the app) online for active accounts. You'll need to request paper copies from a branch or by phone.
How to request a paper copy of my Nationwide statement?
Tip: Don’t skim past key examples.
- Visit a Nationwide branch or call their customer service line to request paper copies.
How to switch to paperless statements with Nationwide?
- Log into the Internet Bank, go to 'Manage my details & settings', select 'Go Paperless', and update your statement settings. You can also do this in the Banking App under 'Profile and settings'.
How to get statements for a Nationwide account I closed a while ago?
QuickTip: Pause after each section to reflect.
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- If closed on or after Feb 2018, you may have 5 years of online access if you registered within 6 months of closure. Otherwise, you'll need to request paper copies via branch or phone.
How to find out if there's a charge for requesting old Nationwide statements?
- Check Nationwide's Tariff of Charges document, or inquire about potential fees when you make your request at a branch or over the phone.
How to download Nationwide statements as a PDF?
Tip: Reread the opening if you feel lost.
- In the Internet Bank, after viewing a statement, look for a 'Download' or 'Print' option, which usually allows you to save it as a PDF.
How to get my mortgage statements from Nationwide?
- Log into the Internet Bank, choose the 'View accounts' tab, select your mortgage, and then choose your statement date from the list to view.
How to access statements if I'm a joint account holder?
- If you are an account holder, you can access statements for the period you were an account holder via online banking or by requesting paper copies.
How to ensure I have a complete record of my Nationwide transactions?
- Regularly download your digital statements from online banking and save them to a secure, backed-up location. For tax or legal purposes, consider keeping copies for at least 6-7 years.
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