How do I navigate my Bluevine mobile app on an Apple device? – Rommel_help_center

The Bluevine app lets you manage cash flow, pay bills, track transactions, deposit checks, and more from your phone. You can download the app from the Apple App Store¹ or the Google Play store¹. This article outlines how to sign in and navigate the app on an Apple Device. If you’re using an Android device, visit our mobile app for Android support article.

Signing In

Sign in with your email address and password
If it’s your first time signing in, or you’ve redownloaded the app, you’ll have to complete the Multi-Factor Authentication (MFA) requirement to verify your identity
If your phone has biometric face recognition capability, you’ll be asked if you’d like to enable it when you first sign in
- If you select “No thanks, maybe later” you can enable it later through the settings section
If you’re registered as an additional user for another company, you’ll be prompted to choose a company when signing in

Home

You can select the account you’d like to view, either your primary or sub-account(s), by selecting it from the account drop-down menu
Your available balance will show at the top of the home screen

Recent Transactions

A quick view of your most recent transactions is displayed here
Select View transactions under the “Recent Transactions” heading to view all of your account transactions
- Note: You’re able to view check images for any mobile check deposit transactions from here
Click the information bubble in the top right-hand corner to see your account and routing number information

Scheduled Payments

A quick view of any upcoming scheduled payments is displayed here
Select View Payments to view all scheduled payments. See the manage payments section for more information

Move Money

Click Move Money to access all actions related to money movement

Deposit Check

Select Deposit Check to deposit a check to your Bluevine Business Checking account or sub-accounts
You can also access this by selecting Deposit Check on the menu at the bottom of your screen
You can learn more about check deposits by reading our helpful check deposits article

Transfer Money

Select Transfer Money to transfer money to and from external accounts

You can add external accounts by navigating to Settings on your app

Send Payment

Select Send Payment to send payments to added payees
- You can send a payment to a previously added payee or add a payee from this screen by clicking + Add at the top near the search bar
For more information on sending payments, visit our articles on sending an ACH payment and sending a wire payment

Manage Payments

Select Manage Payments to view and edit any scheduled payments, or view any previously paid payments
- To edit or delete a scheduled payment, select the payment and then click either Edit Payment or Delete Payment

Payees

Select Payees to view, add, or edit payees

Find an ATM

Select Find an ATM to find a Moneypass® ATM² near you
Learn more about Moneypass ATM services by reading our Moneypass® ATM Services article

Deposit Cash

Select Deposit Cash to locate a Greendot®³ service's location from this section.
For more information on Greendot® services, visit our helpful Greendot® guide

Settings

Profile

Select Personal Information to view the personal information listed on your account
Select Company Information to view relevant information about your business listed on your account
Select Sign in & Security to view the email address you use to sign in
- You can also toggle Face ID capability from this menu

Account

Select Account Details to view your account and routing number information for your account and any active sub-accounts
- You can easily copy the numbers by clicking the icon next to the number you’d like to copy
Select Debit Card to see actions you can take to manage your Bluevine Business Debit Mastercard®⁴
- You can activate your card, freeze your card by selecting the toggle, set or change your PIN, or report your card as lost or stolen from this menu
- For more information, visit our articles on activating your debit card and marking your card lost or stolen
Select External Accounts to view and add external accounts or debit/credit cards for payments and transfers
- Toggle between Banks and Cards at the bottom of your screen
- Note: Debit/credit cards cannot be added using the mobile app. Please login to your dashboard on a computer or mobile browser to add a debit/credit card
- To manage any pending or unverified accounts, visit your Bluevine dashboard on a computer or web browser

General

Select Help & Contact to open our Help Center, where you can view helpful articles related to using your account on the go
Select Sign Out to sign out of your mobile app.
- Note: the app will automatically sign you out after a period of inactivity

1 This link will take you to a third party website, owned and operated by an independent party over which Bluevine has no control ("3rd Party Website"). Any link you click to or from the 3rd Party Website will be at your own risk. Any use of the 3rd Party Website will be subject to and any information you provide will be governed by the terms of the 3rd Party Website, including those relating to confidentiality, data privacy, and security. Third party fees may apply.
2 Bluevine charges a $2.50 fee for ATM transactions outside of the MoneyPass® network. Additional third-party ATM fees may vary by ATM operator.
3 THIRD-PARTY MONEY TRANSFER services used to deposit funds to Account may impose their own limits, fees, per transaction, daily, weekly or monthly limits on the frequency or amount of cash you may deposit to Account. © 2021 Green Dot Corporation. Green Dot is a registered trademark of Green Dot Corporation.
4 The Bluevine Business Debit Mastercard is issued by Coastal Community Bank, Member FDIC, pursuant to a license from Mastercard International Incorporated and may be used everywhere Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.