Checking Accounts Help

CardValet only shows the transactions that are performed with the card. It does not show the transactions that are done on the account but without using your card, such as teller transactions or bill pay on an account.
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The balance will be updated to reflect the teller transactions if the account processor supplies the updated balance. The balance is updated the next time you log into CardValet.
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If an authorization times out due to a communication failure, then the transaction bypasses the CardValet controls and continues with the authorization process. If the transaction passes all other authorization checks, the transaction is approved.
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CardValet ignores location information that is more than 8 hours old. So, if the phone is off for more than 8 hours, My Location controls will not take effect, and the transaction will not be denied on the basis of the old location information.
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CardValet performs a proximity check at the granularity of ZIP code or city, so if the merchant is close to home then the transactions will still go through.
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My location is only effective for the enrolled user. To limit the dependent's card, you can use the Region Location feature. You can set up to 3 regions using the map to designate the area. The regions are effective for all users with the same card number.
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Specific merchant types have been created within CardValet, and these merchant types can be used for controls or alerts via the Alert Preferences or Control Preferences screen. Each of the merchant types contains various merchant category codes (MCC).
 
Not e : It is possible for a retailer to forward a MCC that may differ from the CardValet merchant type classification. Merchant types currently supported are: Department Store, Entertainment, Gas Station, Grocery, Household, Personal Care, Restaurant, Travel, and Others.
 
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ATM transactions are categorized within Others merchant type.
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You can set the Do Not Disturb time that will suppress notification during the set time. Some notifications will still be delivered, for example any transaction denial or any transaction that is a card-present authorization.
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CardValet alerts are sent as push notifications to the phone. The alerts also display under Messages in the CardValet app.
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Yes. An alert is generated regardless of whether or not a control preference is set.
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No. The alerts are consolidated into one message. Example: if the message has violated Threshold and Location settings then you will see only one alert and not multiple alerts.
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CardValet updates the balance under two conditions:
  • When you log into CardValet 
  • When you tap Refresh
Even if the balance has fallen below the threshold that has been set, it is only updated when you log into the app or taps Refresh, which then triggers the alert.
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Alerts are always sent for denied transactions, a deposit or refund, when a shared user changes a control setting, or if the card status changes.
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