Using the Transfer Money button on the Bluevine dashboard or mobile app, you can easily transfer funds between your Bluevine Business Checking account and any owned sub or linked external accounts, including: 

• Any connected external bank accounts
• Any sub-accounts
• Your Bluevine Treasury account

You can also schedule transfers in advance, schedule recurring transfers, or create rules for automatic transfers. 

This guide will walk you through the steps of initiating, viewing, and managing manual and scheduled bank transfers through the Bluevine dashboard, Bluevine mobile app, or an external bank.

Transferring money on the Bluevine web dashboard

To transfer money to and from your Bluevine account and any connected external bank accounts or sub-accounts via the web dashboard, follow the steps below:

1. Sign in to your Bluevine dashboard.
2. Select Transfer money. 
   • This can be found on the Home or Checking screens within the left-hand menu.
3. Select which account to Transfer from and Transfer to from each drop-down menu.
   • Tip: You can transfer funds directly from an external bank account by selecting the external account under Transfer from. See this support article for steps for connecting an external bank account.
4. Enter an Amount.
5. Optionally, add a Memo. 
6. Change the Frequency and Transfer date, if needed.
7. Click Next.
8. On the next screen, review the transfer details, and click Edit details to make changes if needed.
9. Click Transfer to confirm and initiate the transfer.
   
   

Transferring money on the Bluevine mobile app

To transfer money to and from your Bluevine account and any connected external bank accounts or sub-accounts via the mobile app, follow the steps below:

1. Sign in to your Bluevine mobile app.
2. Select the Move Money button at the bottom of your screen.
3. Click Transfer Money.
4. Select an account to Transfer from and Transfer to from each drop-down menu.
   • Tip: You can transfer funds directly from an external bank account by selecting the external account under Transfer from. See this support article for steps for connecting an external bank account.
5. Enter an Amount.
6. Optionally, add a Memo,
7. Change the Frequency and Transfer date, if needed.
8. Click Make transfer.
9. On the next screen, review the transfer details, and click Edit to make changes to your transfer if needed.
10. Click Make transfer to confirm and initiate the transfer.
    
    

Initiating a transfer via an external bank

We recommend using your Bluevine dashboard or mobile app to transfer funds directly from an external bank account to your Bluevine Business Checking account. Alternatively, you can also transfer money to your Bluevine account from an external bank account by initiating the transfer directly from the external bank.

To receive an ACH or wire transfer from an external bank to your Bluevine Business Checking account, you’ll use the following information:

Viewing and managing scheduled transfers

1. Within your Bluevine dashboard, navigate to the Settings menu and select the Checking tab.
2. Under the Scheduled transfers section, locate the applicable transfer.
3. Select View to view the details of the transfer, or select Delete to cancel it.
4. To schedule another transfer, click Schedule transfer.

Frequently Asked Questions

How long does transferring funds take? 

Processing a transfer between an external bank account and your Bluevine Business Checking account typically takes 1-3 business days. Transfers between your main Bluevine account and sub-accounts or between sub-accounts are instant. For more information on processing times, see our support article.

Can I schedule a transfer in advance?

Yes, you can schedule transfers up to one year in the future. You can also change the frequency of the transfer to occur one time or on a weekly, biweekly, or monthly basis.

Can I transfer funds to an account I do not own?

You can make payments to third-party payees via ACH, wire, check, or Bluevine Pay directly from your Bluevine Business Checking account. For more information see our support article on making payments.