How do I update Account details?
Most business and personal information can be updated directly in the portal and app, though some changes might require contacting our support team.
What details can be updated directly in the account?
The following details can be changed without contacting support:
- Business name
- Business address
- Email address
- Phone number
A one-time password is required to complete any change.
To update any other details, such as your name or date of birth, you will need to contact Customer Service.
How do I update details in the app?
- From the dashboard, tap your name.
- Select General details.
- Update the required information and save.
How do I update details in the portal?
- Go to Your Account.
- Select General details.
- Update the required information and save.
Who has permission to update business details?
Only the Main Account Holder and Admins can update business details. Other cardholders cannot make these changes.
To check account permissions, go to People in the account settings.
Why haven't I received a verification code?
If the one-time password does not arrive when updating contact details:
- Wait 60 seconds before requesting a new code
- Check spam or junk folders
- Ensure the phone has signal
- Confirm the current email address or phone number on file is correct