Back to Bank Statement Guides

How to Download Bank Statements from Halifax

Updated November 2025

Halifax customers can download official PDF statements through both Online Banking and the Halifax mobile app. These are the versions lenders require — screenshots aren’t accepted.

Follow the steps below to download your Halifax statements correctly.

How to Download Statements via Halifax Online Banking

1. Log In: Visit the Halifax website and log into Online Banking using your security details.

2. Choose Account: From your dashboard, select the account you want statements for.

3. Go to Statement Options: On the account page, choose ‘Statement options’.

4. Select Statement: Pick the specific statement period you want to download.

5. Download as PDF: Choose to download, print or order a paper copy (if available).

How to Download Statements via Halifax Mobile App

1. Log In: Open the Halifax mobile app and sign in.

2. Choose Account: Select the account you need statements from.

3. Expand Menu: Tap the three dots in the corner to open additional options.

4. Select ‘Download’: Choose the download or export option (print/paper copies may also be available).

5. Follow Instructions: Select the desired statement period and complete the download.

More bank guides coming soon — we’re adding additional providers over time to help make your mortgage application smoother.
First-time buyers

Your complete first-time buyer guide — all in one place

Deposit planning, documents, affordability, negotiating, conveyancing, moving day… it’s a lot. This workbook pulls it together in plain English, so you can feel prepared (and a bit less overwhelmed).


THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

© Copyright 2022 Need Financial Planning Ltd. All rights reserved. Privacy Policy | Disclaimer | Cookie Policy