How do I change my primary bank account?

You’ll want to connect your primary external bank account that holds the majority of your business revenue to determine the amount of your current and future credit lines.¹ 

Add a new bank account

1. Sign in to your Bluevine dashboard
2. Navigate to External Accounts
3. Select Banks
4. Click Add Bank Account

5. Click Continue
   
6. Select your bank from the images listed or input your bank’s name in the search bar
   1. Note: If your bank account is not listed, Plaid isn’t compatible. Please try using a
      different bank account or manually enter your bank information
7. Enter your online banking sign-in information for your external account
8. If your bank uses multi-factor authentication (MFA), follow the on-screen prompts and click Continue
9. Select the account you’d like to connect
10. Click OK on the ‘Account Added’ pop up

If you have any issues connecting your account, please contact customer support.

Changing your primary bank account on your Bluevine dashboard

1. To the right of your desired external account, click the three dots
2. Click Make primary²

1 We use a secure third-party service, Plaid, to connect bank accounts.
2 Please refer to Bluevine’s Privacy Policy for more information on our collection, storage, use, and sharing of information.