CardValet Features

See Pending Transactions

Stay on top of your finances. You'll see pending transactions, cleared transactions, balances, history and more.

Turn your Card On and Off

Lock your card, so no purchases can be made. When you're ready to use it, just turn it on in an instant!

LIMIT WHERE YOUR CARD CAN BE USED

Use your phone's GPS to limit the range or location where your card can be used.  

SET SHOPPING RESTRICTIONS

Limit the types of merchants where your card can be used. Transactions can be reported or denied according to your settings.

ESTABLISH SPENDING LIMITS

Control family or business spending. It's like enforcing a budget, so your card can be used for a $10 lunch, but not a $100 pair of shoes.

RECEIVE ALERTS

Monitor your card usage by signing up for alerts about pending purchases, denials, and other types of transactions.

Get answers to frequently asked questions

The following content sections are accordions, but are always visible for screen reader users. These controls do not have any effect for screen reader users.

CardValet works with the most recent mobile operating software, as well as the past two generations of Android and iPhone devices.

The app automatically logs the user off after 10 minutes of inactivity.

Yes. The new card number must be registered. The replacement card is added to the enrolled user’s profile via
Menu > Manage Portfolio > Add Card.

The old card cannot be removed but rather the user can unmanage the card via Manage Portfolio.

Yes. Cardholders can register multiple cards within a single CardValet app. Additional cards can be added within the Menu > Manage Portfolio > Add Card screen.

There is no limit.

My location is only effective for the enrolled user. To limit the dependent's card, the user can use the Region Location feature. The user 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.

ATM transactions are categorized within the Others merchant type.