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How to Download Bank Statements from Halifax

Updated September 2026

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. Download Statement(s): Select the 'download icon' which sits above the list of your recent transactions.

4. Select Statement: Scroll down to the year and month of the statement you require.

5. Download as PDF: Select the download icon the right of the required statement date. Choose to download, print or email directly from your device.

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.

Mortgage application tip

Why lenders ask for bank statements

Lenders usually request 3–6 months of statements to check affordability and spot anything that could delay an application.

  • What they’re checking: income, committed outgoings, overdrafts/loans, and regular spending patterns
  • Common trip-ups: screenshots instead of PDFs, missing pages, and statements not matching payslips
  • What to prep next: ID, payslips, proof of deposit, and (if applicable) tax documents
See the full mortgage documents checklist Saves time and avoids “can you resend…” emails from lenders/underwriters.
We're continuing to add guides for additional banks and building societies to help you gather the documents needed for your mortgage application. You can view all available guides on our bank statement hub, or jump straight to a specific provider such as NatWest, HSBC, Santander, Barclays, or Nationwide.

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