How do I request documents from Bluevine? – Bluevine Help Center

There are numerous downloadable reports on your Bluevine Dashboard. However, some reports and documents are only available upon request. Please see here for the reports available on your Bluevine Dashboard. Below you will find some standard documents that are available upon request. For any additional documents, please contact our Support Team at (888) 216-9619 option 1 then option 2. Please note: Most requested reports or documents should be received the same business day. However, not all documents will be received within 1 business day.

Zero Balance Letter:

This document can only be provided once the account has a zero balance.

ICA/Subordination (inter creditor agreement):

This is an agreement among creditors that sets forth the various lien positions and the rights and liabilities of each creditor and its impact on the other creditors. Please note: This can take from 2-3 weeks to be completed and is not guaranteed.

Outstanding Balance Letter:

This will provide you with your current outstanding balance. Please note: Payments take three business days to be processed, any payment in processing will not reflect on the outstanding balance.

No Interest Letter:

This document is used if you are selling an item, and need us to provide a no interest letter. Please note: We cannot guarantee that a No Interest Letter will be approved.

Payoff Letter:

This document consist of Bluevine's bank wiring and account information for third parties to pay off your account. Payoff letters can take up to 2 business days.

Ratification:

In order to keep your information secure, we can only provide account information to the authorized user on file. If you would like for us to speak with someone other than yourself, you can request that the person be ratified.

Release Letter:

If you are no longer interested in having an account with Bluevine, a release letter will be emailed to you, once electronically signed and sent back this will officially close your Bluevine account.

Year end balance & total interest paid for the year:

Please contact our Support Team at (888) 216-9619 option 2, if your CPA is requesting additional information from us, please advise and will do our best to provide you with the necessary 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.