Secure data upload center
One Step to Go: Upload Your Last 4 Months of Bank Statements
The final step between your application and your funding. Encrypted, direct to your advisor, done in two minutes.
Encrypted transfer · Files go only to your funding advisor
Upload your statements
Files are encrypted in transit (HTTPS) and delivered straight to your funding advisor, never a shared inbox. PDF, JPG, PNG or HEIC · up to 12 files, 8 MB each.
Statements received: you’re done.
Your advisor has them and will verify everything, usually within hours during business hours, then call you to finalize your offer. Questions in the meantime? (855) 393-7449, Monday – Friday, 9:00 a.m. – 8:00 p.m. ET.
Prefer to do it by phone? Call (855) 393-7449 and we’ll walk you through it. Please don’t send statements as plain email attachments.
Download statements
Log into your business bank and download the last 4 months as PDFs: every page, every revenue account.
Upload securely
Add your files right on this page, encrypted in transit, routed straight to your advisor, never a shared inbox.
Get funded
Verification usually takes hours. Accept your final offer and funding is initiated, often same day.
Wondering why statements matter so much? See what underwriters look for in your bank statements.
Upload FAQs
What documents do I upload?
Your last 4 months of business bank statements: complete PDFs downloaded from your online banking (all pages, all accounts your revenue flows through). That's typically everything needed to finalize your offer.
Is uploading here safe?
Yes. Transfers are encrypted in transit, files go directly to your funding advisor, and your information is handled per our Privacy Policy. Never send bank statements over plain email; this page exists so you don't have to.
What happens after I upload?
Your advisor verifies the statements, usually within hours during business hours, and finalizes your personalized offer. Once you accept and sign, funding is initiated, often the same day.
Haven’t applied yet? Start with the 3-minute application.