If you hold multiple funds on your physical spending card, ensure that you select the appropriate active fund for the purchase. Selecting the fund will update the available balance on the card and automatically associate the transaction with the correct account code, making reconciliation easier.
Mobile App
- Tap the Card module at the bottom of the screen.
- Tap the black physical card on the screen.
- Tap the Active fund drop-down and select the correct fund
Web App
- Navigate to Spending Card → Physical card.
- Use the drop-down under Active fund details to select the active fund.
All transactions will be processed to the fund selected.
Additional Information:
- Multiple funds are only available on physical cards
- Spending cards are only available to customers with a US bank account.