In this article:Adding an external account from the Bluevine dashboardAdding an external account from the Bluevine mobile appDeleting an external account from the Bluevine DashboardDeleting an external account from the Bluevine mobile app
InformationBodyYou can add an external account to easily transfer funds to and from your Bluevine account. To add the account, go to Profile and then External Accounts on the Bluevine mobile app. If you’re using a web browser, navigate to External Accounts in the left-hand menu. Adding an external account from the Bluevine dashboard Sign in to your Bluevine dashboardNavigate to External Accounts on the left-hand menuSelect Add Bank Account Select your bank from the list or search for it Your search may come back with multiple similar options. If you’re not sure which to select, we recommend checking your external bank’s website and selecting the name that matches your account on their site. For example: If you bank with First Bank and sign in through First Bank (Business), you’ll need to select First Bank (Business). Enter your external bank sign-in credentials. If you have multi-factor authentication or security questions, you may be prompted to complete those as well.Once you’ve logged in, select which account you want to use for transfers to your Bluevine account. We’ll connect to all your listed bank accounts, but we’ll only set up the account you select for transfers. Once you’ve successfully added your account, you’ll see it listed and marked as “Verified” under External Accounts on your Bluevine dashboard and mobile app. Note: If you’re having trouble connecting your bank account, please refer to our troubleshooting guide. Adding an external account from the Bluevine mobile app Sign in to your Bluevine mobile appSelect Profile on the bottom menu the External AccountsClick Add bank account, then Continue Enter your phone number, or select Continue as guest Select your bank from the list or search for it Your search may come back with multiple similar options. If you’re not sure which to select, we recommend checking your external bank’s website and selecting the name that matches your account on their site For example, If you bank with First Bank and sign in through First Bank (Business), you’ll need to select First Bank (Business) Enter your external bank sign-in credentials. If you have multi-factor authentication or security questions, you may be prompted to complete those as wellOnce you’ve logged in, select which account you want to use for transfers to your Bluevine account We’ll connect to all your listed bank accounts, but we’ll only set up the account you select for transfers Once you’ve successfully added your account, you’ll see it listed and marked as “Verified” under External Accounts on your Bluevine dashboard and mobile app Deleting an external account from the Bluevine Dashboard Sign in to your Bluevine dashboardNavigate to External Accounts on the left-hand menuSelect the filter icon above the account you’d like to delete and click DeleteClick Yes, confirm on the confirmation screen Deleting an external account from the Bluevine mobile app Sign in to your Bluevine mobile appNavigate to Profile on the bottom menu then External AccountsSelect the account you would like to delete, then click Delete bankClick Yes, delete on the confirmation screenTitleHow do I connect an external bank account to my Bluevine account?URL NameHow-do-I-connect-an-external-bank-account-to-my-Bluevine-accountPropertiesPublication StatusPublishedArticle Record TypeHelp Center
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