How To Download Your Bank Statements

 

One of the essential steps of applying for lending is for you to provide us with your bank statements. To download these online can be quite tricky. Below we help you with a step by step breakdown on how to do this depending on which bank you are with.

Please remember that we need 3 months worth of ALL of your bank statements.

Westpac

 

  1. Head to Westpac’s website and log into internet banking.
  2. Choose the account you want to view statements for.
  3. Click Download Statements
  4. In the pop-up box choose your date range and click view statements
  5. Click on the bank statement button which will bring up the PDF.
  6. In this mode a menu should be available at the top. Click the download button and it will save to your downloads (depending on your computer’s settings).
  7. Upload them to the Tanta Portal for us to review.

ASB Bank

 

  1. Head to ASB’s website and log into your FastNet internet banking.
  2. Click on the account you want to view statements for
  3. Above your transactions, you’ll see a date range. Choose your dates and then click view on screen.
  4. Hit the Print button (just above your transactions on the right).
  5. In the preview mode, hit the Print button on the top right.
  6. Print options will pop up. At the bottom left will be a dropdown. Hit save as PDF, choose the destination and click save.
  7. Upload them to the Tanta Portal for us to review.

BNZ

 

  1. Head to BNZ’s website and log into your internet banking.
  2. Go to the Menu (top left of screen)
  3. Choose Documents (4th down on menu)
  4. Select Statements and use drop-down arrow on right-hand side
  5. Click on the account you want the statements for
  6. Click on the statement date you would like to download and PDF statement will open in another tab
  7. Right-click and choose Save as and save PDF to your computer
  8. Upload them to the Tanta Portal for us to review.

ANZ Bank

 

  1. Head to ANZ’s website and log into your internet banking.
  2. Click on the account you want to view statements for.
  3. Above your transactions, you’ll see a date range. Choose your dates and click on the Print on the right-hand side.
  4. Print options will pop up. At the bottom left will be a dropdown. Hit save as PDF, choose the destination and click save.
  5. Upload them to the Tanta Portal for us to review.

Kiwibank

 

  1. Head to KiwiBank’s website and log into your internet banking.
  2. Go into your accounts and choose the one you want to view statements for.
  3. Above your transactions, you’ll see a date range. Choose your dates and then click hit search/export options
  4. At the bottom in export dropdown choose Print Friendly (basic PDF)
  5. In view mode a menu should be available at the top. Click the download button and it will save to your downloads (depending on your computer’s settings).
  6. Upload them to the Tanta Portal fur us to review.

Testimonials

A few more happy customers

  • positive review  Anthony was so helpful and patient. Happy to answer my many questions, listened to what our family needed and put us on the right path. Highly recommended! 🙂

    Stephanie Rae Avatar Stephanie Rae
    June 7, 2019

    positive review  Chris and Anthony are super knowledgeable in all things mortgages, KiwiSaver and insurance. Would highly recommend.

    David Beachen Avatar David Beachen
    April 24, 2019

    positive review  These guys are the best and really know there stuff. Always super helpful and great at breaking it down and explaining everything so you walk away feeling informed! Highly recommend!

    Hannah Klein Avatar Hannah Klein
    April 4, 2019
  • positive review  Chris was great with financial advice. Nothing was a problem and he made it very stress free. Highly recommended.

    Debs Gregory Avatar Debs Gregory
    April 4, 2019

    positive review  Chris is awesome to work with. Really knows his stuff!! Highly recommend!!

    Deidré Browne Avatar Deidré Browne
    April 4, 2019

    positive review  Chris was a great help with my KiwiSaver, great company all round!

    Hannah Knight Avatar Hannah Knight
    April 4, 2019

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