How do I manually upload my bank statements? – Bluevine Help Center

Uploading Bank Statements

Please see the instructions below on how to upload bank statements:

Log into your Bluevine Dashboard and click on the Documents tab on the left-hand side.
Click on the blue Add Document in the upper right hand corner.
A window will pop up and you will be able to attach the .pdf bank statement from your computer you would like to upload.

If you prefer to have a bank connection, please see What is a bank connection? for more information.

Starting February 1, 2022, customers will earn 1.2% interest on the total balance of Bluevine Business Checking accounts and Sub-accounts up to and including $100,000. No interest earned on total balances over $100,000. As of May 1, 2022, customers will earn interest on total balances up to and including $100,000 only if they meet the monthly debit transaction or deposit requirements described in Section M of the Account Agreement. Any interest accrued and payable will be paid to your Bluevine Business Checking account.
Customers will receive a Bluevine Business Debit Mastercard only for use with the main Bluevine Business Checking account.
No limit on number of transactions. However, all accounts are subject to the aggregated monthly deposit and withdrawal amount limits of the Account Agreement.
The national average and comparison are based on interest rates paid by U.S. depository institutions as calculated by the FDIC.
Debit transactions must post to your account before the end of the month to qualify toward that month’s eligibility requirement. Bluevine Business Debit Mastercard is issued by Coastal Community Bank pursuant to a license from Mastercard Inc.
Qualifying transactions only include mobile deposits of customer checks, customer payments made via ACH or wire, and customer payments transferred from payment processing providers. These transactions must post to your account or sub-accounts before the end of the month to qualify toward that month’s eligibility requirement. Transactions that do not qualify include, but are not limited to, mobile deposits of checks drawn on accounts you hold at any institution, cash deposits, and transfers from any of your external accounts, except those associated with payment processing providers.

Uploading Bank Statements

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