Profile section

The Profile section is where you can set your personal details and set or change your personal settings, as well as upload requested documents. It contains five tabs: My Details, Online Accounts, BlueVine Account, Files, and Settings.

The My Details tab lists your basic demographic information, including: name, title, address, and telephone number. It also gives you the option of connecting your social profiles, including: Facebook, Twitter and LinkedIn. You do not have to connect your social profiles or complete all fields to apply or be accepted for a BlueVine account. However, completing your profile will improve the odds of your application being accepted, the size of the credit line granted, and potentially the rate. 

The Online Accounts tab is where you'll go to connect your accounting software and the bank account where you want to receive your draws. We never store or view the username/password to your bank accounts. We rely on Intuit Data services for view-only access. Your account may be used for verifying personal or financial information and/or for making credit decisions.

The BlueVine Account tab is where you can see is where you can see the remittance advice used when applying payments to your account from your customers.

The Files tab is where you can upload files and see all previously uploaded files. You can also view copies of your digitally signed agreements any time.

The Settings tab is where you can change your password, your wire and ACH preferences, your email preferences, and your primary business bank account
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