How do I update my financial information?

To ensure that your business remains qualified for a Bluevine Line of Credit, we require updated bank information each month.

The most efficient way to do this is by securely connecting your primary bank account to your Bluevine account so your recent activity automatically gets shared with us. You can also choose to manually upload your bank statements every month.      

Secure bank connection

Connecting your bank account gives us a read-only view of your primary account’s transaction history. This is the quickest and easiest way to keep your bank information up to date. Read this support article to connect your account for the first time.

If you’ve already connected an external account to your Bluevine account and are still getting notices from us, your bank may have been disconnected. To reconnect, click the bell icon in the top right of your dashboard, then click Update account. Follow the prompts to reconnect your account. 

You can also reconnect by navigating to External Accounts, selecting the gear icon next to your primary account, and clicking Connect.   

Bank statements

If you’d rather manually add statements, you’ll need to upload them by the 15th of each month. We require your last three months of statements in PDF format. 

To upload, sign in to your Bluevine dashboard. Click the bell icon in the top right corner, then click Update account. Scroll to the bottom of the window and choose Add Statements.