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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’ll receive emails on a monthly basis to submit your most recent statements. The emails will contain that month’s upload link. 

You’ll also see this link on a banner in your Brex dashboard informing you that your statements are due for the month.

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