What is an annual summary?

What is an annual summary?

An annual summary is a document highlighting any charges, interest or refunds that have been applied to your current account(s) during a 12 month period.

You will receive an annual summary for each current account that you hold with the bank which is produced on the anniversary of the account being opened.

You can view your annual summary online:

  1. Log in to Online Banking at www.onlinebanking.natwest.com (opens in a new window)
  2. Select 'Statements' from the main menu
  3. Under 'Your accounts' select 'View, save and print PDF statements and certificates of interest (up to 7 years)'
  4. Select an account from the list and then 'Next'
  5. Select 'Annual summary or charges, interest and refunds' and then 'View Statement'

Please note:

  • Your Annual summary will be sent in the post if you receive paper statements and will be available using Online Banking if you receive electronic statements
  • We cannot change the date that an annual summary is produced
  • An annual summary is not produced for savings accounts