Navigating your banking needs digitally is becoming increasingly common, and for good reason! It's convenient, eco-friendly, and often quicker. If you're a Nationwide customer and need to email your bank statement, you've come to the right place. This comprehensive guide will walk you through the process step-by-step, ensuring you can securely access and share your financial information.
The Modern Way to Manage Your Money: Why Emailing Statements is a Game Changer
Gone are the days of waiting for paper statements to arrive in the post, often getting lost or delayed. In today's fast-paced world, being able to access and share your bank statements electronically is not just a convenience, it's often a necessity for things like loan applications, renting a property, or even just budgeting. Nationwide, like most modern banks, has robust online and mobile banking platforms that allow you to do exactly this.
Ready to dive in? Let's get started!
Step 1: Get Access to Your Nationwide Online Banking
Have you ever used Nationwide's Internet Bank or Banking app before? If yes, great! You can skip ahead to Step 2. If not, don't worry, it's a straightforward process to get set up.
Sub-heading: If you're new to Nationwide Online Banking:
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Register for the Internet Bank:
- Visit the official Nationwide website (nationwide.co.uk).
- Look for a "Register" or "Log In" button, usually in the top right corner.
- Follow the on-screen prompts to register for Internet Banking. You'll typically need your account number and sort code, or other account details.
- Nationwide will send you codes by email and text to verify your identity. Make sure the contact details they have for you are up-to-date.
- Once registered, it might take up to 24 hours for your current account to appear.
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Download the Banking App:
- For even greater convenience, download the official Nationwide Banking app from your smartphone's app store (Google Play Store for Android or Apple App Store for iOS).
- The app offers a very user-friendly interface and often allows for quick logins using fingerprint (Touch ID) or facial recognition (Face ID) if your device supports it.
- Log in using your newly created Internet Bank credentials.
Sub-heading: If you already have access:
- Choose Your Platform: Decide whether you prefer to use the Nationwide Internet Bank (on your computer) or the Nationwide Banking app (on your smartphone or tablet). Both offer similar functionalities for accessing statements.
Step 2: Access and Download Your Bank Statement
This is where you'll retrieve the statement you need. Nationwide allows you to view and download statements for up to 36 months in PDF format.
Sub-heading: Using the Nationwide Internet Bank (Web Browser):
- Log In: Go to nationwide.co.uk and click "Log In" to access the Internet Bank. Enter your customer number and date of birth, then proceed to log in using your passnumber and a text message code, or your debit card and card reader.
- Navigate to Your Accounts: Once logged in, you'll see a list of your accounts. Select the specific account for which you need the statement (e.g., your current account, savings account, or credit card).
- Find "My Documents" or "Statements": Look for a section or tab usually labelled "My Documents" or "Statements". This is where your digital statements are stored.
- Select Statement Period: You'll typically see a list of available statements by date. Choose the statement period you require. Nationwide usually allows you to select a specific start and end date to generate a custom statement if needed.
- Download as PDF: Once you've selected the statement, there should be an option to "Download PDF" or similar. Click this to save the statement to your computer.
- Pro Tip: Save the file in a location you can easily remember, like your "Documents" folder or a dedicated "Bank Statements" folder. Rename the file to something descriptive, e.g., "Nationwide_Statement_July_2024.pdf".
Sub-heading: Using the Nationwide Banking App:
- Log In: Open the Nationwide Banking app on your mobile device and log in using your chosen method (passnumber, fingerprint, or Face ID).
- Select Account: From your account list, tap on the account for which you need the statement.
- Find "My Documents": Similar to the Internet Bank, look for a "My Documents" section within the account details.
- Choose Statement Date: Browse through the available statements and select the one you need. The app also allows you to view and download statements from the last 36 months.
- Download/Export: There will be an option to download or export the statement, usually as a PDF. Confirm the download to save it to your device.
- Note: On mobile devices, downloaded files might go to your "Downloads" folder or a specific app-related folder. Familiarize yourself with where your phone saves files.
Step 3: Compose and Send Your Email
Now that you have your Nationwide bank statement saved, it's time to attach it to an email and send it.
Sub-heading: Preparing Your Email:
- Open Your Email Client: Open your preferred email service (e.g., Gmail, Outlook, Yahoo Mail, or your computer's default email program).
- Start a New Email: Click on "Compose," "New Email," or the equivalent button to start a fresh email.
- Add Recipient(s):
- In the "To" field, enter the email address of the person or organization requesting your statement. Double-check for typos!
- If you need to send a copy to yourself or another party, use the "Cc" (Carbon Copy) or "Bcc" (Blind Carbon Copy) fields.
- Craft a Clear Subject Line: A good subject line is crucial for clarity. Something like:
- "Nationwide Bank Statement - [Your Full Name] - [Account Type] - [Statement Period] (e.g., July 2024)"
- This helps the recipient quickly identify the email and its contents.
- Write a Concise Body Message:
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Start with a polite greeting.
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Clearly state what the email contains (e.g., "Please find attached my Nationwide Bank Statement for the period of [Start Date] to [End Date].").
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Add any other relevant information the recipient might need.
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Close with a professional sign-off.
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Example: "Dear [Recipient Name],
Please find attached my Nationwide Current Account statement for the period of 1st July 2024 to 31st July 2024, as requested.
If you require any further information or additional statements, please do not hesitate to let me know.
Kind regards,
[Your Full Name]"
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Sub-heading: Attaching Your Statement:
- Click the Attachment Icon: Look for a paperclip icon () or an "Attach File" button in your email composition window.
- Browse and Select: A file explorer window will open. Navigate to the location where you saved your Nationwide bank statement PDF in Step 2.
- Select the PDF File: Click on the PDF file you wish to attach and then click "Open" or "Insert."
- Verify Attachment: Double-check that the file has been successfully attached and is visible in your email before sending. It usually appears as a small icon or filename below the subject line or in the email body.
Sub-heading: Before You Hit Send:
- Review Everything: Take a moment to review the entire email.
- Are the recipient's email addresses correct?
- Is the subject line clear and informative?
- Is the body message polite and concise?
- Is the correct statement attached? This is particularly important if you have multiple statements.
- Consider Security (Optional but Recommended): If the recipient requires extra security, you might consider password-protecting the PDF statement before attaching it. Most PDF viewers and editors allow this. You would then send the password in a separate email or via another secure communication method (e.g., a phone call). However, for most general requests, attaching the PDF directly is sufficient.
- Click "Send": Once you're confident everything is in order, click the "Send" button.
Step 4: Confirming Delivery (Optional but Good Practice)
After sending, it's often a good idea to confirm that the recipient has received the statement, especially if it's for an important application.
- Check Your Sent Folder: Verify that the email appears in your "Sent" folder.
- Follow Up (If Necessary): If you don't receive a confirmation or if the matter is urgent, you can send a brief follow-up email or make a quick phone call to confirm receipt.
Important Considerations for Your Nationwide Bank Statements:
- Security: Always be cautious about who you send your bank statements to. Only send them to trusted individuals or reputable organizations. Nationwide employs strong security measures for its online platforms, but your email service provider's security also plays a role.
- Paperless Statements: Nationwide encourages customers to go paperless. If you haven't already, you can switch to paperless statements through your Internet Bank or Banking app. This means you'll receive an email notification when your statement is ready to view online instead of a physical copy in the post.
- Accessibility: If you need statements in a specialist format (e.g., braille or audio), contact Nationwide directly.
- Account Closure: If you've closed a Nationwide account, you can still access historical statements online for up to 5 years from the closure date, provided you registered for online access within 6 months of closure.
Frequently Asked Questions (FAQs)
Here are 10 common "How to" questions related to emailing Nationwide bank statements:
How to: Find my Nationwide customer number?
Your customer number is typically found on your debit card, the top of your paper statements, or within the Nationwide Internet Bank login page.
How to: Change my contact details with Nationwide?
You can update your contact details, including your email address, by logging into the Nationwide Internet Bank or Banking app under "Manage my details & settings," or by calling Nationwide directly.
How to: Get a statement older than 36 months from Nationwide?
For statements older than 36 months, you will likely need to contact Nationwide directly by phone or by visiting a branch to request older copies. There might be a fee for this service.
How to: Password-protect a PDF bank statement before emailing?
You can password-protect a PDF using various PDF editing software (like Adobe Acrobat Pro) or free online PDF tools. Once protected, you'll need to share the password with the recipient separately.
How to: Confirm if Nationwide has my correct email address for paperless statements?
Log in to your Nationwide Internet Bank or Banking app, go to "Manage my details & settings," and look for "Paperless Statements" or "Communication Preferences" to verify your registered email address.
How to: Request a paper copy of my Nationwide statement instead of digital?
You can switch back to receiving paper statements by logging into the Internet Bank or Banking app and adjusting your "Paperless Statements" settings, or by contacting Nationwide's customer service.
How to: Email a Nationwide mini-statement?
While you can get mini-statements from a cash machine, to email a proper statement, you'll need to follow the steps above to download a full PDF statement from the Internet Bank or Banking app. Mini-statements usually only show your balance and the last 10 transactions.
How to: Get an official stamp on my Nationwide bank statement for legal purposes?
For official, stamped statements required for legal or specific financial applications, you will typically need to visit a Nationwide branch in person or request a certified copy by contacting their customer service. Digital PDFs are usually not considered "officially stamped."
How to: Send my Nationwide statement to multiple recipients?
When composing your email (Step 3), you can add multiple email addresses in the "To," "Cc," or "Bcc" fields, separating them with commas or semicolons, just like any other email.
How to: Ensure my emailed Nationwide statement is secure?
Always use a strong, unique password for your Nationwide online banking. When emailing, ensure the recipient's email address is correct. For highly sensitive situations, consider password-protecting the PDF and sending the password separately, or using secure file transfer methods if available.
