Brex | How do I manually upload statements?
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How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may allow you to use statement underwriting and manually submit statements as an alternative.

If you have not previously submitted statements

  • Step 1: Reach out to Brex Support and request to regularly submit statements.
  • Step 2: You’ll be asked to upload the two most recent bank statements for your bank account(s). You’ll be provided with a secure link to do so.
  • Step 3: Moving forward, you’ll receive monthly prompts via email to submit up-to-date statements.

If you have previously submitted statements

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

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Open an account

How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may allow you to use statement underwriting and manually submit statements as an alternative.

If you have not previously submitted statements

  • Step 1: Reach out to Brex Support and request to regularly submit statements.
  • Step 2: You’ll be asked to upload the two most recent bank statements for your bank account(s). You’ll be provided with a secure link to do so.
  • Step 3: Moving forward, you’ll receive monthly prompts via email to submit up-to-date statements.

If you have previously submitted statements

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may allow you to use statement underwriting and manually submit statements as an alternative.

If you have not previously submitted statements

  • Step 1: Reach out to Brex Support and request to regularly submit statements.
  • Step 2: You’ll be asked to upload the two most recent bank statements for your bank account(s). You’ll be provided with a secure link to do so.
  • Step 3: Moving forward, you’ll receive monthly prompts via email to submit up-to-date statements.

If you have previously submitted statements

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->