How Can You Upload Bank Statements and Send Them

If you would prefer to upload your statements as PDFs or images, you tin skip the pick to connect to your bank via Open Banking. To skip the linking task, please click on the Skip task option which tin can be found to a higher place/beneath the pink side by side push on the Why we need bank statements? folio when you initially open the task. Once skipped, an additional upload statements chore volition pop up instead.

How can I upload my statements?

There are two ways that you tin upload bank statements into the app:

1️⃣ You can upload a PDF (digital file) from your device.

2️⃣ You tin photo a printed out statement using your camera or upload a picture from your device gallery.

Hither's a short video guide 🎥

How to upload photographs of your statements 📸

Showtime, print out your statements. Side by side, start the task and press Select an image as seen beneath:

Subsequently this, you will be given the option to either take a pic of your statements live from within the app or to upload a photo from your gallery. The 2 options tin can be seen beneath:

To take a photograph of your statements, please press Photographic camera. Please grant Thirdfort camera access if requested and then you tin can photo your statements as seen below:

Please make sure to include all 4 corners of the document 👍

One time you upload the document, you will be able to run across a small screen grab of the photo. At the lesser, you can and then select to photograph additional pages by pressing Add some other page or press Finish to complete the upload. Y'all tin can come across an example of the buttons below:

If yous take already photographed your statements outside of the app, delight press gallery/photo library. You lot will then be shown all the photos yous have taken on your device and you tin can select the relevant photos of your statements.

How to upload PDFs 📤

The second option is to upload your statements every bit PDFs (digital files). To do this, we would advise logging into your online banking on the same device that you are using to consummate your bank check. You tin can and then download the statements onto your device and upload them straight into the app.

How do I download PDF statements from my online banking?

The majority of U.k. banks will offer the option to download digital PDFs of your bank statements. Please check with your bank directly for advice on how to do this, as this tin can vary 👍

We've listed a couple of useful instruction guides from the leading Britain banks below. If your bank is not listed, just search your banking concern's name, followed by 'how to download PDF bank statements' in Google- this should bring upward like 'how-to' guides to the ones below:

HSBC

Barclays

RBS

Lloyds Bank

Santander

Nationwide Building Society

Natwest

Halifax

After downloading your PDFs successfully, delight open up up the task and click Select a PDF:

You will so exist shown the folders and files on your device. Please select the relevant file (PDF) and upload it into the app. You may need to upload multiple files to supply the requested statements.

Once you take uploaded the relevant PDFs, you can assess the uploaded documents before submitting them every bit seen beneath:

PDF uploads will appear similar this:

Photographs of statements volition appear like this:

In one case you are happy with your uploaded statements, please printing Finish and return to tasks. Y'all volition and so exist able to continue with your cheque 👍

File not establish? 📱

If yous receive the file not plant message when trying to upload a file into our app, this can often be due to the location of the file on your device. Here nosotros accept a quick look at how to motion a file on your device to successfully upload your document.

Need more assistance?

Nosotros've written a short guide on how to upload your bank statements as PDF's, you lot can check it out here:

• How to download PDF bank statements from your online banking

Please reach out to our squad if you accept further questions - whatever the question, we're always happy to help 😊

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Source: https://intercom.help/thirdfort-support/en/articles/4772434-how-to-upload-your-bank-statements-as-digital-files-pdfs-or-photos