Getting a bank statement is often a crucial task, whether it's for budgeting, applying for a loan, or simply keeping track of your finances. If you're a Nationwide customer, their banking app offers a convenient way to access your statements. While the app allows you to view your transactions and some statements, for a full, downloadable PDF statement, you'll generally need to use the Nationwide Internet Bank (their online banking portal).
However, the app is an excellent starting point for reviewing your account activity. Let's dive into a comprehensive, step-by-step guide on how to navigate this process, engaging with the app's features to understand your financial flow.
Unlocking Your Financial Insights: A Step-by-Step Guide to Getting Your Nationwide Bank Statement on the App
Hey there! Ready to get a clearer picture of your spending and savings? We're about to embark on a journey through the Nationwide Banking App to help you find and understand your bank statements. It's simpler than you might think, and by the end, you'll be a pro at navigating your financial history. Let's get started!
How To Get A Bank Statement On The Nationwide App |
Step 1: Your Gateway to Digital Banking - Logging In
First things first, you need to access the Nationwide Banking App.
QuickTip: Skim slowly, read deeply.
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1.1 Find and Open the App:
- Locate the Nationwide Banking App icon on your smartphone or tablet. It usually has the Nationwide logo (a blue or white 'N' in a circle).
- Tap on the icon to launch the application.
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1.2 Secure Your Entry:
- The app will prompt you for your login credentials. This might be your Passnumber (a 6-digit number you set up), or if your device supports it, you can use Biometrics like Face ID or Touch ID for a quicker login.
- Always ensure you're on a secure and trusted Wi-Fi network or using your mobile data when accessing your banking app to protect your sensitive information.
Step 2: Navigating to Your Accounts - The Dashboard View
Once you're securely logged in, you'll land on your app's home screen, often referred to as the dashboard.
- 2.1 Overview of Your Finances:
- On this screen, you'll see a summary of all your Nationwide accounts, such as your Current Accounts, Savings Accounts, Credit Cards, and Mortgages. Each account will typically be displayed as a distinct tile or section.
- Take a moment to familiarise yourself with the layout. Nationwide aims for a user-friendly experience, so icons and labels should be intuitive.
Step 3: Selecting the Account for Your Statement
To get to the statement for a specific account, you need to select it from your list.
- 3.1 Tap on Your Desired Account:
- Simply tap on the account for which you wish to view or obtain a statement. For example, if you want your current account statement, tap on your "FlexAccount" or "Current Account" tile.
- This action will open a detailed view of that particular account, showing recent transactions.
Step 4: Exploring Your Transaction History (In-App Viewing)
While the app primarily allows viewing of transactions, this is often sufficient for a quick check.
QuickTip: Take a pause every few paragraphs.
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4.1 Scroll Through Transactions:
- You'll see a list of your most recent transactions. You can scroll up or down to view more entries.
- The app typically displays transactions for a set period, often the last month or so.
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4.2 Adjusting the Activity Period:
- Look for an option like "Activity from" or a date range selector. Tapping this will allow you to choose different time periods to view more historical transactions within the app (often up to 15 months).
- While this is great for reviewing, remember that this is a transaction list and not a formal, downloadable statement in PDF format within the app itself.
Step 5: Accessing Formal Statements (Via Internet Bank Integration)
For a full, downloadable bank statement in PDF format, the Nationwide app often directs you to its Internet Bank.
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5.1 Locating the Statement Option:
- Within the chosen account's detailed view, look for an option that says "My Documents," "Statements," "View statements," or something similar. Nationwide's app is designed to integrate with their Internet Bank for this functionality.
- If you find a "Download statements" or "View statements" option directly in the app, tapping it might launch a web browser within the app or redirect you to the Internet Bank login page.
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5.2 Transitioning to the Internet Bank (If Required):
- If the app directs you to the Internet Bank, you'll need to log in again using your Internet Bank credentials (Customer Number, date of birth, and then either your Passnumber with a text code or your debit card and card reader).
- This extra security step ensures your full statements are accessed only through a highly secure portal.
Step 6: Downloading Your Statement from the Internet Bank
Once you're in the Nationwide Internet Bank, the process to download your statement is straightforward.
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6.1 Navigating to Statement Archive:
- After logging into the Internet Bank, look for a "View accounts" tab or similar.
- Select your current account (or the relevant account) from the list.
- Then, find and select "Statement archive" or "My Documents" from the menu.
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6.2 Choosing Your Statement Date:
- You'll see a list of available statements, typically organised by date.
- Choose the statement date you wish to view or download. Nationwide usually allows you to download up to 36 months of past statements as PDF files.
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6.3 Downloading Your Statement:
- Once you've selected the statement, there will be an option to download it. This will usually save the statement as a PDF file to your device's downloads folder.
- You might also have the option to print it directly from this view.
Frequently Asked Questions (FAQs)
How to check my account balance on the Nationwide app?
Quick Answer: Log into the app, and your account balances will be displayed directly on the home screen (dashboard).
QuickTip: Every section builds on the last.
How to view recent transactions on the Nationwide app?
Quick Answer: Tap on the specific account you want to view from the app's home screen, and you'll see a list of your recent transactions. You can often adjust the date range.
How to get a mini statement from Nationwide?
Quick Answer: You can get a mini statement (showing your balance and the last 10 transactions) from a Nationwide cash machine or by speaking to a colleague in a Nationwide branch.
How to go paperless with Nationwide statements?
Quick Answer: You can often set up paperless statements within the Nationwide Banking App or the Internet Bank by going into your "Details & Settings" or "Manage statements" preferences.
Tip: Note one practical point from this post.
How to find my sort code and account number on the Nationwide app?
Quick Answer: Log in to the app, select your account, and your sort code and account number will usually be displayed directly under the account name.
How to order a paper copy of my Nationwide statement?
Quick Answer: While you can download PDFs from the Internet Bank, for a physical paper copy, you can usually request one via the Internet Bank's chat function, by calling Nationwide, or by visiting a branch.
How to download more than 36 months of statements from Nationwide?
Quick Answer: For statements older than 36 months, you will likely need to contact Nationwide directly through their customer service channels (phone or in-branch) as they may not be available for download online.
How to troubleshoot if the Nationwide app isn't downloading?
Quick Answer: Check your phone's settings, clear the app's cache (Settings > Apps > Nationwide Banking App > Storage > Clear cache), and ensure you have sufficient storage space and a stable internet connection.
How to set up biometric login (Face ID/Touch ID) for the Nationwide app?
Quick Answer: After initial setup or logging in with your Passnumber, the app usually prompts you to enable biometrics. You can also find this option in the app's "Details & Settings" or "Security" section.
How to contact Nationwide for banking app support?
Quick Answer: Look for a "Contact Us" or "Help" section within the app, which will provide phone numbers, chat options, or links to their support pages.