Goal:
The following article outlines how cardholders can close spending card funds on their physical spending card. Closing funds transfers unused amounts back to the main account balance for further spending.
Steps:
Note:
Funds cannot be closed until all of the transactions are posted.
Web app:
- Using the navigation menu, go to Spending Card → Physical Cards
- Select the fund from the list that you would like to close.
- Select the Close fund button located at the bottom right-hand corner of the screen.
- Confirm by selecting the Close fund button.
Success! You've closed the fund.
Mobile app:
- In the mobile app, tap the Card button in the menu bar.
- Select your physical card.
- Tap the Funds tab.
- Tap the fund you wish to close.
- Select Close Fund.
Additional Information:
- This feature is only available to customers that have a US bank account.
- Funds cannot be closed until all of the transactions are posted.