How do I update my financial information? – Bluevine Help Center

Occasionally, you may receive an email from us asking you to update your financial data. Updated bank data is needed to ensure that your business continues to qualify for your credit line.

This task is required to submit additional funding requests. There are two ways to complete this task:

Bank Connection:

A bank connection provides Bluevine a read only view into your transaction history. If you're establishing a bank connection for the first time, please view our article here.

Alternatively, if you have previously provided this connection and are still getting this notice, it may have been disconnected. To update, log on to your Bluevine Dashboard and click the orange task bar at the top of the screen. Then click Update. This will prompt you for all the information that is needed.

Bank Statements:

If you would rather provide physical statements, you can do so as well. Log on to the Bluevine Dashboard and click the orange task bar at the top of the screen, then click Update. Scroll to the bottom of the window and choose Upload Statements Manually. The statements need to be in PDF format. Please ensure you have provided your last three months of statements.

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.

Bank Connection:

Bank Statements:

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