My cards

See the company cards issued to or shared with you, activate a physical card, freeze or deactivate a card, set your PIN and share a card you hold.

Your cards are on My cards in the sidebar, after your company finishes onboarding. It lists the company cards issued to you and any shared with you.

See your cards

Select a card to open it. The Details tab shows what you’ve spent against the card’s limit, its billing address and the cardholder.

Closed cards are hidden. To see them:

1. Select Display.
2. Turn on Show closed cards.

Your card spend, with its receipts, is on My transactions.

Activate a physical card

When a physical card has been sent to you, Your new card is on the way shows at the top of the page.

1. Start activation

   Once the card arrives, select Activate card.

2. Enter the security code

   Under Confirm card details, in Confirm with security code, enter the 3-digit code from the back of the card.

3. Enter the expiration date

   In Card expiration date, enter the date as MM/YYYY.

4. Confirm

   Select Confirm.

5. Set your PIN

   For a debit card, in Card PIN, enter a 4-digit PIN. A credit card has no PIN step.

6. Save your PIN

   For a debit card, select Save & close.

Use and manage a card

The buttons under an open card depend on its status:

Button	What it does
View info	Shows the full card number and CVV of an active card
Freeze / Unfreeze	Pauses the card until you unfreeze it
Set pin / Update pin	Sets the PIN for an active debit card
Deactivate	Closes the card permanently. A deactivated card can’t be used or reactivated

An active virtual card issued to you can be added to Apple or Google Pay on your phone for purchases in stores. To ask how, email [e-mail].

To rename the card:

1. Under Settings, enter a new Card name.
2. Select Save.

Deactivate a card

On an open card:

1. Start deactivation

   Select Deactivate.

2. Enter the confirmation

   Enter DEACTIVATE.

3. Close the card

   Select Deactivate card. The card is permanently closed.

Share a card

You can share a card you hold. People you share it with can see its details and make purchases.

1. Choose to share

   Under Share card, choose Shared with multiple people.

2. Add people

   Select Add new.

3. Search for people

   In Share card with, search for the people you want to add.

4. Choose the people

   Select each person you want to add.

5. Share

   Select the button that shows how many people you’ve chosen.

To remove someone:

1. Select the X that appears when you hover over the person’s row under Shared with.
2. Select Remove access.

To remove everyone:

1. Under Share card, choose Card owner in Shared card.
2. In Revoke all shared access?, select Remove access.

Set or change your PIN

1. Open the card

   On My cards, open an active debit card.

2. Open the PIN form

   Select Set pin, or Update pin if you already have a PIN.

3. Enter the new PIN

   In New PIN, enter a 4-digit PIN.

4. Confirm your current PIN

   If you’re changing an existing PIN, enter your Current PIN.

5. Save

   Select Save PIN.

Use a card shared with you

A card shared with you shows Shared card when you open it. You can make purchases with it, see its details and use View info to show the card number and CVV of an active card. You can’t rename, freeze, deactivate or share it, or set its PIN.

If you own its assigned budget, you can change Spending Budget. If it has none, you can choose a budget you own.

See or change a card’s spending budget

Every turns on spending budgets company by company. If you don’t see them, email [e-mail] to ask about them.

On a card’s Details tab, Spending Budget shows its budget assignment. If you own the assigned budget, you can choose another budget you own. For an unassigned card, you can choose a budget you own.

To remove an assignment:

1. Under Spending Budget, select No budget.
2. In Remove budget from this card?, select Remove budget.

Changes affect future transactions; past transactions keep their budget. A budget name without a picker means you can’t change that assignment.

Get help with your card

If a purchase is declined:

1. Open the purchase

   On My transactions, open the declined purchase.

2. Review the decline reason

   Look for Decline reason in the purchase details.

3. Check the card

   On My cards, check the card’s status and spend limit.

4. Ask for help

   If the reason is missing or unclear, email [e-mail]. Include the merchant, amount, date and message shown.

If a card you hold is lost or stolen, or a charge looks unfamiliar:

1. Open the card

   On My cards, open the card you hold.

2. Pause an active card

   If the card is active, select Freeze.

3. Report the problem

   Email [e-mail] to report the problem, ask about a replacement or get help with the charge. Include the card’s last digits and, for a charge, the merchant, amount and date.

If the card is shared with you, ask its cardholder to freeze it.

For a card marked Suspected Fraud, the sheet says “This card is blocked to protect you due to suspected fraudulent activity.” Email [e-mail] to ask what to do next.

If a link about a suspected fraudulent card transaction says “This link has expired” or “We couldn’t save your response”, email [e-mail] for help or a new link.