We’ve partnered with Atomic to provide treasury market fund investing options directly from your Bluevine Business Checking account via Bluevine Treasury.

Eligibility Criteria

To be eligible for a Bluevine Treasury account, you must have an active Bluevine Business Checking account and meet the following criteria:

• Account qualifications:¹
  • Enrolled in Bluevine Premier, OR
  • For Standard and Plus plans, have a minimum Bluevine Business Checking account balance of $50,000 across all main and sub accounts.
• Business entity type: Must be an LLC or Corporation.
• Citizenship/residency: You and all Beneficial Owners must be US residents, US citizens, US nationals, green card holders, or pass the substantial presence test.

Note: Meeting the above eligibility criteria does not guarantee approval. All applications are subject to review.

How to Apply

Bluevine Premier customers (and eligible Standard and Plus customers) can find the application on their Treasury dashboard:

1. Sign in to your Bluevine dashboard.
2. Navigate to Treasury on the left-hand menu.
3. Review the linked agreements and check the boxes to confirm your ownership information is current and that you agree to the terms.
4. Click Apply.

You may be required to provide additional information or documentation as part of your application. See the next section for more information.

What information will I need to provide as part of my Treasury application?

If we require more information while we process your application, we’ll add the task to your dashboard. You can review and complete tasks by selecting the bell icon in the upper right-hand corner of your dashboard. Below are some common tasks you may be asked to complete before we can process your Treasury application:

• Provide incorporation documents
  Upload your business incorporation documents. The name of the exact document you provide will depend on the state or county in which your business operates and the business entity type. For more information, check out this support article.
• Confirm US residency
  Confirm that you and all Beneficial Owners are US residents.
• Confirm US citizenship
  Confirm that you and all Beneficial Owners are US citizens, US nationals, green card holders, or pass the substantial presence test.
• Provide additional business information
  Enter your business incorporation date, incorporation state, entity subtype, and exempt payee code (if applicable). 

How do I accept my Treasury offer and set up my portfolio?

Once your Treasury application has been approved, you can accept your offer and set up your portfolio by following these steps: 

1. Sign in to your Bluevine dashboard.
2. Navigate to Treasury on the left-hand menu.
3. Review your offer and click Open account to accept and continue.
   • The offer expires after 30 days. 
4. Complete the short questionnaire to assess your investment goals and risk tolerance. 
   • Your selected preferences will be used to create a recommended portfolio mix, which can be modified in the next step.
5. Optionally, use the slider to modify how your funds are allocated from the suggested portfolio mix.
   • You can choose to distribute your funds in increments of 10% between the two available options or invest entirely in one option.
   • You can change your portfolio allocation at any time. See our support article for details
6. Once finished, click Save and continue.

Frequently Asked Questions

^{1 Customers enrolled in the Standard or Plus plan may access and apply for Treasury once they meet a minimum $50,000 balance across their Bluevine checking and sub-accounts. Premier customers may access and apply for Treasury with no minimum balance. 
2 Advisory client accounts are custodied at Pershing LLC, member FINRA, NYSE, SIPC. Securities are protected up to $500,000. The account protection applies when a SIPC member fails financially and is unable to meet its obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.}