Viewing and Downloading Account Statements

Learn how to view and download your Capital on Tap account statements, and what to do if one is missing, incorrect, or won't download.

Overview

This article explains how to view and download your Capital on Tap account statements through the mobile app or web portal, who can access them, and what to do if you run into an issue.

For now, paper statements are not available. Credit statements are sent automatically to your registered email address after each billing period.

Who can download statements?

Access to statements depends on your account role:

How do I download a statement from the web portal?

To download a PDF statement:

1. Go to the 'Transactions' tab.

2. Select 'Download statements'.

3. Locate the billing period you need and click 'Download'.

How do I download a statement from the mobile app?

To download a statement from the app:

1. Go to the 'Transactions' tab.

2. Select 'Statements'.

3. Choose the statement you need and select 'View'.

4. Tap 'Download' to save the statement.

How do I download a Savings account statement?

Savings statements for your Capital on Tap Instant Savings account are only available in the Web Portal and are provided as PDF files. To download one:

1. Go to 'Savings'.

2. Select 'Statements' under 'Manage Your Savings'.

3. Locate the billing period you need and click 'Download'.

When are account statements available?

Account statements are available by the end of the next business day after the billing period ends.

If a statement is not available after this timeframe, please contact us.

What should I do if my statement looks incorrect?

If a statement shows a discrepancy, such as an unrecognised transaction, a missing refund, or an interest charge you don't expect, please contact us.

When contacting support, provide:

• The relevant billing period or transaction date.

• A clear description of the discrepancy.

• Any supporting payment confirmation.

Can a statement be generated for a custom date range?

Statements are only issued for standard billing periods and are exclusively available in the Web Portal. For a specific date range, export your transactions as a CSV file:

1. Go to the 'Transactions' tab.

2. Click 'Export transactions'.

3. Select the desired format.

4. Click 'Export' to download the file.

What should I do if my statement won't download?

If a statement does not download, the issue may be related to browser compatibility or cached session data. Try the following:

1. Use Google Chrome.

2. Open a new incognito window.

3. Log in to the Web Portal again.

4. Attempt the download.

Can statements be accessed after an account is closed?

Once an account is closed, access to the mobile app and web portal is removed, meaning you cannot view or download statements after closure.

We advise you to download all necessary statements before closing your account. If you weren't able to do this for any reason, contact us on 020 8962 7401 or at contact@capitalontap.com to request assistance.