To add an employee card or utility card in Spend Management using online banking

You can easily request a virtual or physical card using Spend Management by following these steps:

1. You must be logged into your business account.
2. Business owners/admin select the Cards tab, then click Add card. 
3. Select either Employee card or Utility Card.
4. You can select either a physical card or virtual card, then Continue.
5. Use the drop down to select an existing user or invite a new user to Spend Management then Next.
   • For Utility cards, enter a name for the utility card and click Next.
   • For Employee cards, continue to the next step.
6. Set your desired card controls and click Next.
7. Select either Standard USPS or Expedited shipping then Next.
8. Make sure everything you've entered is correct.
   • To make any changes, you can select Previous to edit any inaccurate details or click Order card if you're done.