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General

Can I email a copy of my statement to my accountant?

Can I email a copy of my statement to my accountant?

Yes, to do this

  • Select Documents
  • Select Document Vault
  • Select the statement required or Select Search which will display the Search Documents
  • You can search in a number of different ways. The more information you enter, the more refined your search results will be. When you have entered the necessary information, select the Search
  • The results will be displayed. Choose the statement from list which generates a PDF copy.
  • Use the ‘send file’ functionality (envelope icon) in Adobe Reader to instantly email the statement to your accountant

Important: Please remember that once you have downloaded information from Online Banking it is your responsibility to keep it safe and secure and we recommend that before emailing sensitive documents they are encrypted

Can I see which accounts have paper statements switched off?

Can I see which accounts have paper statements switched off?

To view which accounts have statements online only and which have paper statements generated

  • Select Documents
  • Select Turn off Paper Documents
  • The accounts where Online Only is selected will not generate paper statements, any other accounts will generate paper statements.

Can I set up an alert to let me know when a new statement is ready to view online?

Can I set up an alert to let me know when a new statement is ready to view online?

To set up an alert to advise you when a new statement is ready to view online,

  • Select Services
  • Select Alerts
  • Select New Alert
  • Choose and insert an Alert Name
  • Choose Document Received as the type of alert
  • Choose the Type of Document for which you want to receive an alert
  • Choose the Accounts for which you would like to receive an alert, or unless you selected all Documents which will generate an alert any time a document is received in Online for all of the accounts.
  • Select the Send To and enter or select the required e-mail address or mobile number
  • Select whether the alert should be sent Until Further Notice or Valid Until a specified date
  • Select Next
  • Select Confirm

Can I switch my paper statements back on?

Can I switch my paper statements back on?

It is possible to request that paper statements are posted out but please consider your statement frequency when doing so as additional charges could be incurred

  • Select Documents
  • Select Turn off Paper Documents
  • Untick the Online only check box to switch on paper statements for all bank accounts. Alternatively, select the check box next to each account, if paper statements are only required for some accounts
  • Read the important information section
  • Select Next
  • Read the terms and conditions and agree to them by selecting the check box
  • Select Confirm
  • Select Set Up Alerts if you wish to receive an alert when the statements are available to be read online
  • Select Set Up Alerts Later if you do not wish to set up an alert.

The changes will be confirmed and take effect the next time the statement is due.

Can I switch off paper statements for all my eligible accounts at the same time?

Can I switch off paper statements for all my eligible accounts at the same time?

Yes, it is possible to turn off paper statements for all your accounts at the same time

  • Select Documents
  • Select Turn off Paper Documents
  • Select the Online only check box to switch off paper statements for all bank accounts.
  • Read the important information section
  • Select Next
  • Read the terms and conditions and agree to them by selecting the box
  • Select Confirm
  • Select Set Up Alerts if you wish to receive an alert when the statements are available to be read online
  • Select Set Up Alerts Later if you do not wish to set up an alert.

The changes are confirmed and will take effect the next time the statements are generated.

Can I switch off paper statements for just some of my accounts?

Can I switch off paper statements for just some of my accounts?

Yes, it is possible to have paper statements delivered for some accounts and switch them off for others.

Can I switch off paper statements using the mobile service?

Can I switch off paper statements using the mobile service?

You can switch off paper statements using both the tablet and mobile app.

Can I use my online statement as proof of address?

Can I use my online statement as proof of address?

Your online statement is an exact copy of your paper statement, so, once downloaded, it will be widely accepted as proof of address. In the rare case it is rejected, please contact your Banker or Coutts 24 on 020 7957 2424 and request a duplicate paper copy be sent to you.

Can I view my credit card and charge card statements online?

Can I view my credit card and charge card statements online?

Yes, it is possible to view your charge card and credit card statements online. If you are the main card holder they will be available to view in the document vault

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