How do I adjust my portfolio? 

After your initial portfolio set-up, you can adjust your portfolio anytime through your dashboard. Follow these steps: 

1. Sign in to your Bluevine dashboard.
2. Navigate to the Treasury tab on the left-hand menu.
3. Select View/edit portfolio.
4. Use the slider to allocate your funds between the available investment options.
   • You can choose to distribute your funds in increments of 10% between the available investment options or fully allocate to a single fund.

Note: If you’re currently invested in VMRXX (Vanguard), please be aware this fund is no longer available for new allocations or rebalancing. Any updates to your allocation will require you to choose from the currently supported fund options.

How do I transfer money into my Treasury account?

You can transfer money to and from your Business Checking account and Treasury account by following these steps:

1. Sign in to your Bluevine dashboard.
2. Navigate to the Treasury tab on the left-hand menu.
3. Click Transfer money. 
4. Choose which account you’d like to transfer money from and which account you’d like to transfer money to.
   • You can only transfer to and from your Bluevine Business Checking account. Transferring from external accounts is not available at this time.

5. Enter the amount you would like to transfer.
6. Select Continue.

Processing transfers to and from treasury accounts takes 2-3 business days.

How do I see information about Treasury returns and transactions on my account?

You can see your 7-day yield, time-weighted return, total gain, and total gain value below your Treasury account balance on the Treasury tab in your dashboard. You’ll also find a list of transactions, including dividends and interest payouts on this tab.

How do I access my statements?

You can access your Treasury account statements under the Documents & Reports tab.

1. Navigate to the Documents & Reports tab on the left-hand menu of your dashboard.
   • Select Treasury Documents to view your quarterly and monthly statements and trade confirmations.
   • For tax documents related to your treasury account, select Tax Forms.

How do I close my Treasury account?

If you no longer wish to use your Treasury account, you will need to first transfer all of your funds out and then contact us so we can assist you with the closure.

How do I transfer my investments to another brokerage?

To initiate an in-kind transfer of your Treasury holdings to another institution:

1. Contact the receiving brokerage and ask to initiate an ACAT (Automated Customer Account Transfer)
2. Provide them with the following details:
   • DTCC Clearing Number: 0443 (Pershing)
   • Your Bluevine Treasury account number (found on your statements)

The receiving brokerage will guide you through their specific process.

For additional assistance or questions, contact our Support team.