How to Download or Request Your Halifax Mortgage Statement

Your Halifax mortgage statement includes your balance, interest rate and recent payments — useful if you’re reviewing your mortgage, remortgaging, or preparing for an equity release discussion.

Want a quick sense-check on whether your deal is still competitive? Book a free intro call and we’ll talk you through your options.

Halifax mortgage details in Halifax banking app

In the Halifax App

Open the Halifax app and log in.
From the summary screen scroll to Homes.
Tap Take a look to open Your Home insights.
Select Mortgage to view your balance, term and equity.

The app shows your mortgage details, but printable statements are generated through Online Banking.

Halifax Online Banking mortgage overview showing statement download

Print a Statement in Online Banking

Log in to Halifax Online Banking.
Open your Mortgage overview.
Select Print a statement.
Your PDF will show your balance, interest charged and payments over the last 12 months.

Tip: Save the PDF so you can share it securely with your adviser when reviewing your mortgage rate.

Request a Paper or Duplicate Statement

Halifax sends a year-end mortgage statement each year around your mortgage anniversary date. If you need another copy, you can request one directly from Halifax.

What you’ll need:

Your 14-digit mortgage account number
Statements normally arrive within 5 working days
They can only be sent to the address on file

What does your mortgage statement tell you?

Your interest rate and whether you're on a fixed or variable deal
Your remaining mortgage balance
Your monthly payment and payment history
Any fees or charges applied to the mortgage

If you'd like help understanding what it means for your mortgage options, book a free intro call and we can talk it through.

Looking for a different lender?

Select your lender below to view the right mortgage statement guide.

Barclays HSBC NatWest Nationwide Santander

← View All Mortgage Statement Guides

Need to Review Your Mortgage?

We’ll review your current deal, compare it against market-leading rates, and explain your options clearly — whether that’s remortgaging, releasing equity, or simply staying put with confidence.

Book Your Free Intro Call →

No pressure, no jargon — just a clear view of your options.

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.

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