Step 1

Tap on the account you wish to create a debit card for.

Step 1

Tap on the cards tab. 

Step 2

Tap Create New Card

Step 1

Choose the cardholder.

This may be you, or it may be another member of your organization.

Step 2

Choose the cardholder access level.

This may be view only or admin.

View only will give them the ability to see and use the card, but no permissions to make changes to the card or account.

Admin will give them complete control of the card. They will be able to change balance limits, order a new card, or cancel this one.

Step 3

Choose the card type.

This may be physical or virtual.

Step 4

If you chose a virtual card, choose your artwork for it. 

Step 5

Swipe the toggle to the right to limit the available balance that this card can access. 

If you choose to limit the balance, type in the dollar amount you wish to have available (spend limit) and the frequency it refills (spend limit behavior).

Step 6

Tap the Create Card button to complete your card order.

Step 1

You will now see the new card listed in the card details screen.

Step 2

If you chose a physical card you will receive it within 10 business days.

Step 3

If you chose a virtual card, it is ready to use immediately.

Tap Add to Apple Pay or Add to Google Pay to add it to your wallet.

Step 4

Your new card set-up is complete!