How to Upload Your HSBC UK Statement to Monavio
Follow these steps to download your HSBC UK (United Kingdom) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Sign in to HSBC UK online banking or the HSBC UK app.
- 2
On the web, choose “Statements” from quick links, then select the statement type, year and month.
- 3
In the app, select the account → “View statements” → month.
- 4
Download the statement PDF and upload it to Monavio.
Tips & Common Issues
- ✓ Up to 6 years of statements are available in online or mobile banking.
- ✓ Excel (xls) and CSV downloads come from the transaction list, not the digital statement. Upload the statement PDF.
- ✓ Both joint account holders must opt out of paper statements to switch to online only.
- ✓ Mortgage and personal loan statements cannot be viewed in the app.
Frequently Asked Questions
Where do I find HSBC UK statements?
On the web, choose “Statements” from quick links, then select the statement type, year and month. In the app, select the account → “View statements” → month.
How far back can I view statements?
Up to 6 years of statements are available in online or mobile banking.
Should I upload the Excel or CSV transaction list?
Excel (xls) and CSV downloads come from the transaction list, not the digital statement. Upload the statement PDF.
What restrictions apply to paperless delivery and the app?
Both joint account holders must opt out of paper statements to switch to online only. Mortgage and personal loan statements cannot be viewed in the app.
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