How To Download Savings Account Statement Nationwide

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Want to get your hands on your Nationwide savings account statement? Whether you need it for a loan application, tax purposes, or simply to keep track of your finances, downloading your statement online is often the quickest and most convenient method. Let's dive into a comprehensive, step-by-step guide to help you do just that!

Getting Started: Are You Ready to Go Digital?

Before we begin, a quick question for you: Are you already set up for Nationwide's Internet Bank or Banking app? If yes, fantastic! You're already halfway there. If not, don't worry, we'll cover how to get you set up. Having online access is the most efficient way to access your statements.

How To Download Savings Account Statement Nationwide
How To Download Savings Account Statement Nationwide

Step 1: Choose Your Preferred Method

Nationwide offers a couple of primary ways to access and download your savings account statements. You can choose the one that best suits your comfort level and device availability.

Option A: The Nationwide Internet Bank (Desktop/Laptop)

This is the traditional online banking portal, accessible from any web browser on your computer. It offers a robust set of features, including statement downloads.

Option B: The Nationwide Banking App (Mobile/Tablet)

If you prefer banking on the go, the Nationwide Banking app provides a streamlined experience for accessing your accounts and statements directly from your smartphone or tablet.

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Step 2: Log In to Your Nationwide Account

Regardless of your chosen method, the first crucial step is to securely log in.

Sub-heading: Logging in to the Internet Bank

  1. Open your web browser: Go to the official Nationwide website.
  2. Locate the "Log in" button: This is usually prominent on the homepage. Click on it.
  3. Enter your Customer Number: This is a unique number provided by Nationwide.
  4. Enter your Date of Birth: For security purposes, you'll also need to input your date of birth.
  5. Choose your login method: You'll typically have an option to log in using:
    • Your Passnumber and a code sent via text: This is a common and secure method. Keep your registered mobile phone handy.
    • Your debit card and a card reader: If you use a card reader for enhanced security, you'll need it for this step.
  6. Follow the on-screen prompts to complete the login process.

Sub-heading: Logging in to the Nationwide Banking App

  1. Open the Nationwide Banking App: Make sure you have the official app downloaded from your device's app store (Google Play Store for Android, Apple App Store for iOS).
  2. Choose your login method:
    • Touch ID or Face ID: If your device supports it and you've set it up, this is often the quickest way to log in.
    • Passnumber: Enter the specific digits asked for from your passnumber.
  3. Follow any additional security checks the app may prompt for.

Step 3: Navigate to Your Statements

Once successfully logged in, you'll need to find the section dedicated to your account statements.

Sub-heading: Finding Statements in the Internet Bank

  1. Select "View Accounts": After logging in, you'll usually see a "View accounts" or similar tab. Click on it.
  2. Choose your Savings Account: From the list of your accounts, carefully select your specific savings account.
  3. Look for "My Documents" or "Statement Archive": Nationwide typically organises statements under "My Documents" or "Statement Archive" within the account details. Click on this option.
  4. You may also find an option to "View and download statements" directly on your account summary page.

Sub-heading: Finding Statements in the Banking App

  1. Select Your Account: From the app's main screen, tap on your savings account from the list of your accounts.
  2. Look for "My Documents" or a "Statements" option: Similar to the Internet Bank, statements are usually found within a "My Documents" section or a dedicated "Statements" button.

Step 4: Select Your Desired Statement Period

Nationwide usually allows you to access a good range of past statements.

  1. Choose a Statement Date/Period: You'll typically see a list of available statement dates. You can often view and download statements for the last 36 months (three years) online.
  2. If you need a specific date range: While Nationwide often provides monthly statements, some users have reported being able to "enter dates" to generate statements for custom periods. Look for an option like "Enter dates" or "Search between two dates" to specify your start and end dates. Ensure the running balance is shown on the statement, as some financial institutions may require this.

Step 5: View and Download Your Statement

Once you've selected your desired statement, it's time to view and save it.

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  1. View the Statement: Click on the statement date you wish to view. It will usually open in a PDF viewer within your browser or app.
  2. Download as PDF: Look for a download icon (often an arrow pointing downwards) or a "Download" button. Click this to save the statement to your device. Statements are typically downloaded in PDF format, which is widely accepted and easy to view.
  3. Save Your File: Choose a memorable location on your computer or mobile device to save the PDF. Consider renaming the file with a clear name like "NationwideSavingsStatement_[MonthYear].pdf" for easy retrieval.

Step 6: What If I Need Older Statements or Can't Access Online?

While online access covers most recent statements, there might be instances where you need older statements or can't use online banking.

Sub-heading: Requesting Statements via Phone or Branch

  • Call Nationwide: You can contact Nationwide's customer service line (usually found on their website) and request a copy of your statement. Be prepared to verify your identity.
  • Visit a Nationwide Branch: If you prefer in-person assistance, you can visit your nearest Nationwide branch. A Nationwide colleague can help you request a copy of your statement.
  • Be aware: For older statements or specific requests, there might be a fee or a waiting period for postal delivery (e.g., 10 working days).

Sub-heading: Accessing Statements for Closed Accounts

If you've closed a Nationwide account, you may still be able to access historical statements. Nationwide allows online access to historical statements for up to 5 years from account closure, provided you registered for online access within 6 months of closing the account. You'll need your date of birth, account number, sort code, and Nationwide customer number to register.

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Frequently Asked Questions

Frequently Asked Questions (FAQs)

How to find my Nationwide customer number? Your customer number can often be found on letters from Nationwide, on your debit card, or by logging into the Internet Bank (if you were previously registered).

How to register for Nationwide Internet Bank? You can register for the Nationwide Internet Bank directly on their website. You'll typically need your account details and to follow their online registration process.

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How to download statements on the Nationwide mobile app? While you can view transactions in the app, for full PDF statements, Nationwide states you can view and download them from "My Documents" within the app.

How to get a mini statement from Nationwide? You can get a mini statement showing the last 10 transactions from a Nationwide cash machine or by asking a colleague in a Nationwide branch.

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How to get paper copies of my Nationwide statement? You can request paper copies of your statements by contacting Nationwide via phone, web chat (through the Internet Bank), or by visiting a branch. They will be posted to you.

How to view transactions for more than 15 months online with Nationwide? While you can view transactions for the past 15 months directly, you can view and download up to 36 months of PDF statements from the Internet Bank or Banking App in the "My Documents" or "Statement Archive" section.

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How to access statements for a closed Nationwide savings account? If you closed your account on or after 2 February 2018, you can register for online access to historical statements dating back 5 years, provided you register within 6 months of closure.

How to get a statement with a specific date range from Nationwide? Within the Internet Bank, after selecting your account, look for an option to "Enter dates" or "Search between two dates" to specify your desired range before downloading.

How to ensure my Nationwide statement has a running balance? When downloading, the standard PDF statements from Nationwide typically include a running balance. If you're customising a date range, ensure this feature is enabled or that the downloaded statement clearly displays it.

How to resolve issues if my Nationwide statement download fails? First, check your internet connection. If the problem persists, try a different browser or device. If still unsuccessful, contact Nationwide's customer support for assistance, providing details of the error message you received.

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