Get your documents digitally

Periodic statements for each of your accounts are currently sent out as paper documents to your selected ‘statement address’. 

Digital versions of these documents are available to view and download in Bankline for users with the right privileges. Talk to your administrator if you need access.  

The easiest way to find downloadable documents is to go to the 'Accounts' tab in the main navigation menu and then select 'Statements and documents’.

Bankline users with the relevant privileges will be able to turn off paper statements, so you can manage your own document preferences. Providing you have the right privileges, you can amend your document preferences by selecting ‘Manage paperless preferences’ in the Administration tab of the Bankline navigation menu.

Find out how to view and download your statements here: 

How do I download a paperless document?

How do I save or print my transaction history and statements?

How do I stop receiving paper statements by post?

These two documents let you know when there are charges to be taken or interest gained on individual accounts in Bankline.

Pre-notification of charges documents inform you of any charges incurred in a given period. 

Pre-notification of interest documents inform you of any interest accrued in a given period.

If you have the right privileges, you can access a digital copy by going to ‘Accounts’ in the Bankline navigation menu and selecting ‘Statements and documents’. 

Talk to your administrator if you need the privilege assigned.  

How do I download a paperless document?

For payments made in Bankline, you can download the payment information in full in a ‘payment advice’. 

How do I view and print a payment advice?

What payment advice export options do I have? 

How can I view my future value payment advice? 

This is a document you use to let someone know that you’ve sent them a payment. It takes the form of a letter containing the payment information, the payee’s postal address and email address. You can send a paper copy to your payee by post or go paperless and send it by email.

Learn how to create, view and download a remittance advice here:  

How do I find a remittance advice?

How do I add a remittance advice to a payee on a bulk list?

When you make a CHAPS or international payment, you may need the SWIFT message that we generate to share the payment details with the payee’s bank. 

You can request a SWIFT message by making a request through a transaction query in Bankline. Once the request is complete, you can download and share the message. 

How can I request more information about a transaction?

This is a scanned image of the cheque and the pay-in slip, that you deposit in branch when you’re paying in a cheque.

How do I view and download cheque vouchers? 

How to view and download statements in Online Banking:

On Online Banking, you can access up to 7 years of statement and it can be used as a proof of your identity, address or income.

1. Log in to Online Banking 
2. Select 'Statements & transactions' from the main menu
3. Under the 'Your Statements' heading select 'Statements'
4. The available statements for the highlighted account and given year in the time period dropdown will be shown on screen. You can choose a different account if you have more than one and the year can be changed using the time period dropdown.
5. Select the relevant statement cycle link displayed on the page and it will download as a PDF file as per your browser settings
6. You can now print or save the PDF file.

The digital version of the statement should be available within 24 hours of it being produced.

On Mobile Banking you can view statements from the last 12 months.

Note: The PDF file will not be editable for security reasons and the statement address displayed will be the customer address at the time the statement was produced.

In Online Banking, you can get more information about transactions on your statement by clicking or tapping on a transaction. 

The extra info will appear on screen, including additional details you may not see in the statement. 

How to view and download transaction information in Online Banking:
 

1.  Log in to Online Banking and select 'Statements & transactions' from the main menu.

2. Under ‘Your transactions’, select ‘View transactions’.

3. Select which account you want to view a transaction on and a time-period.

4. You’ll be shown the transaction date, type, and description
    

View this support article for more details: 

How to find more information about a transaction 

A certificate of balance shows your account balance on a particular date. It’s an official bank document you can request, and it’s often used for audit purposes.  

We provide a certificate of interest for your account at the end of each tax year. It shows any interest paid into the account, and any tax paid on that interest over the year.

They’re available to view from the 5th April each year.

Find out how to access these documents in Online Banking here:  

How to get a Certificate of Interest for your account  

If your account has incurred any interest charges or other charges, we’ll make a pre-notification of charges alert available to let you know how much these are.

To find this document in Online Banking: 
 

1. Log in and select 'Statements & transactions' from the main menu.

2. In the 'Your statements' section, select 'Pre-advice of interest & charges'. 

Visit this support page for more details: 

What is a pre-advice of interest and charges alert?

How to access your bank statements in the Mobile app: 
 

1. Open the app and you’ll see your accounts on the home page. 
2. Tap the account you want to see statements for
3. From the list of options tap ‘Statements’. All the available paperless statements will be there, ready to download.  

On Mobile Banking you can view statements from the last 12 months 

Note: The documents are stored in a PDF format, so you’ll need PDF reading software on your device to view them. 

In the Mobile app, you can get more information about transactions on your statement by clicking or tapping on a transaction. 

The extra info will appear on screen, including additional details you may not see in the statement. 

How to find and download transaction information in the Mobile app: 
 

1. Open the app and you’ll see your accounts on the home page. 
2. Tap the account you want to see transaction information for.
3. In the list of options, tap ‘My transactions’, then tap on a transaction. This will display the full transaction information. 
4. To download this in PDF format, tap the ‘document download’ icon from ‘My Transactions’; or tap ‘Create PDF’ in transaction details. 
   

A certificate of balance shows your account balance on a particular date. It’s an official bank document you can request, and it’s often used for audit purposes.  

We provide a certificate of interest for your account at the end of each tax year. It shows any interest paid into the account, and any tax paid on that interest over the year.

They’re available to view from the 5th April each year.

Find out how to access these documents in the Mobile app here:  

How to get a Certificate of Interest for your account  

If your account has incurred any interest charges or other charges, we’ll make a pre-notification of charges alert available to let you know how much these are.

To find this document in the Mobile app: 
 

1. When you open the app, you’ll see your accounts on the home page.

2. Tap the account you want and tap ‘Statements’ in the list of options.

3. If there are any pre-notification of charges alerts for this account, they’ll be here, ready to download. 

Visit this support page for more details: 

What is a pre-advice of interest and charges alert?