Registration Help

CardValet passwords must be at least 8 characters in length and must contain at least 1 upper case character, 1 lower case character, 1 number, and 1 special character.
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You must create a unique login account for each financial institution. Each login account is applicable for a single financial institution. In the login page, the logo of the last logged-in financial institution shows.
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CardValet accepts an address of 50 characters. The address and ZIP code should match the address located on the cardholder record.
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Yes. You can register multiple cards within a single CardValet app. Additional cards can be added within the:
Menu > Manage Portfolio > Add Card screen.
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You need to enter the same level of detail entered for the original card. This information generally includes the:
  • Card Number
  • Address
  • ZIP code
  • Expiration Date
  • CVV/CVC Code
Secondary authentication includes:
  • Security token sent in an email
  • Last 4 digits of the social security number
Multiple individuals can register the same card as long as they know the card details. Typical examples of multiple individuals registering one card include: parents and dependents; spouses; and employers/employees.
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The primary device is used to track the GPS for My Location alerts and controls and all merchant and threshold alerts will be sent to the primary device. All devices that have registered a particular card can view or change the CardValet settings for that card.
 
Controls (including the On/Off setting) are set at the card level, so the last update to a control will be honored regardless of which phone was used to make the change. Alerts are set at the device level, so each primary device will receive alerts that were set up from that particular device. The primary device can be re-set by accessing: Settings > Primary Device.
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Each person who registers a card will have access to controls for the card. In many cases, the child will not know about CardValet unless the parent shares the information.
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In the event that you do not have an email or SSN on the cardholder record, you will be requested to perform a PIN-based transaction. The amount entered is compared to the historical transaction data. The PIN-based transaction may be performed at an ATM or to make a purchase.
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If the card number is new, then you must add the new card number to your profile. In addition, you may un-manage the old card by accessing Manage Portfolio.
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Yes. To activate an unsubscribed user, you register as a new user. You are required to select a new username; if you enter your previous username, an error displays. Upon successful registration, you may once again use CardValet.
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