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
- Sign in to your Bluevine dashboard
- Navigate to External Accounts
- Select Banks
- Click Add Bank Account
- Click Continue
- Select your bank from the images listed or input your bank’s name in the search bar
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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
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Note: If your bank account is not listed, Plaid isn’t compatible. Please try using a
- Enter your online banking sign-in information for your external account
- If your bank uses multi-factor authentication (MFA), follow the on-screen prompts and click Continue
- Select the account you’d like to connect
- 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
- To the right of your desired external account, click the three dots
- 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.