Online Bank Instructions - Downloading Statements
It has become increasingly difficult for our team to request copies of bank statements, loan statements and RWT certificates at the branch using your client authority. We are always directed to request this information direct from our clients who need to use their online banking logins otherwise fees may be charged. For security reasons, we will never request access to your online banking but have developed some simple instructions on how you can access your documents through online banking.
Most banks allow access to the following but they all differ in how far back in time you can go: Bank Statements, Loan Statements, RWT certificates and Closed Bank Statements.
Please download a PDF copy of the requested information, email or print and post to us.
