Documents & Statements

Use Data Hub for bank accounts, connections, files, file requests, third-party apps, and credentials.

Where to find and export monthly statements — including from closed or restricted accounts.

How to respond to File Requests and upload documents in the Data Hub.

How to check Data Hub for files, uploaded documents, and completed requests before uploading the same file again.

What to try when a file will not upload, appears under the wrong place, or is not accepted in Data Hub.

What each File Request status means and how to know whether Uplinq still needs something from you.

Why Uplinq may still need a bank or card statement, even when an account is connected.

Why the bank deposit isn't enough, and how to export reports from Stripe, Square, MX Merchant, Sola, and Venmo.

Loan agreements, amortization schedules, and purchase agreements we use to set up your balances correctly.

How to choose the right company or entity before uploading files, answering requests, or asking questions.