Set Card Controls

  1. Step 1

    Select the associated checking or credit card account  

  2. Step 2

    To access advanced card controls, register your card by tapping Register. A confirmation message will display at the bottom of the screen.

  3. Step 3

    To allow/disallow transactions with pre-defined merchant categories, slide the “Enable Merchant Control” toggle to “On,” check the boxes next to the merchants you’d like to allow and uncheck those to block, then press Save. 

    Set card controls step 2

  4. Step 4

    To allow/disallow certain types of transactions, slide the “Enable Transaction Control” toggle to "On," check the boxes next to the transaction types you’d like to allow and uncheck those to block, then press Save. 

    Set card controls step 3

  5. Step 5

    To set spending limits on your card(s), slide the "Spending Limits" toggle to "On," fill in transaction limits per transaction, per month (or both), then press Save. 

     

    Set card controls step 4
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