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  1. Spending card Administrators
  • December 22, 2022 21:19
  • Updated

How to order a new Spending card

Goal:

  • Ordering a new spending card 
  • Spending card Management 
  • I need a new spending card for my employees 
  • How to issue a card

The following article outlines steps for ordering a new virtual or physical spending card and can only be completed by users with spending card management permissions. 


Steps:

  1. Select Spending Card from the left-hand navigational bar 
  2. Select Manage Cards 
  3. Select the Issue Card button 
  4. Select a Physical card or Virtual card 
  5. Search for the user from the drop-down list by selecting the Cardholder field or typing in the user's name in the field. 
  6. If a physical card is selected, select a Shipping Address from the Choose a location to ship to field. If the relevant address is unavailable, select +Use Another Address and type in the new address.
  7. Select the Submit button

Success! You've ordered a new spending card. If you've ordered a physical card, the card should arrive in 5-8 business days.

  • It is only possible to issue one card physical card per person. Physical cards arrive in 5-8 business days.
  • If a virtual card is ordered, an email will be sent to the cardholder. 
  • This feature is only available to customers that have a US bank account.

 

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