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.
Tagged under:
- Personal CardValet App Transactions Help
- FAQ Business Help
- Business CardValet App - Transactions FAQ Transactions Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Transactions Help
- FAQ Business Help
- Business CardValet App - Transactions FAQ Transactions Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Transactions Help
- FAQ Business Help
- Business CardValet App - Transactions FAQ Transactions Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
ATM transactions are categorized within Others merchant type.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
CardValet alerts are sent as push notifications to the phone. The alerts also display under Messages in the CardValet app.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
Yes. An alert is generated regardless of whether or not a control preference is set.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
CardValet updates the balance under two conditions:
- When you log into CardValet
- When you tap Refresh
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help
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.
Tagged under:
- Personal CardValet App Controls and Alerts Help
- FAQ Business Help
- Business CardValet App - Controls & Alerts FAQ Controls and Alerts Help
- Business Checking Account FAQ Debit Card Help
- Business FAQ Checking Accounts Help
- Personal CardValet App Help
- Business CardValet App FAQ CardValet® App Help
- Business CardValet App - Registration FAQ Registration Help
- Frequently Asked Questions Treasury Services Help
- Business CardValet App - General FAQ General Help