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.
Be sure to keep your CardValet app up to date to take advantage of all the latest features.
Getting Started
Download and open the CardValet app.
Select New User and enter your 16 digit card number.
Complete the security validation, and registration.
Accept the terms of use and set up a user profile.
On the login screen, check Remember my username to simplify the login process.
CARDVALET just saved our member, Tammy $800 in fraudulent charges.
Our member, Tammy, got an alert that $1 was being debited from her checking account from a company she didn’t recognize. She immediately shut her card off through our CardValet app and contacted the credit union. Because of Tammy’s quick action, we were able to stop an $800 fraudulent transaction before it hit her account.
TIP: When you authorize a company to withdraw an automatic debit, it is common for them to send a pre-note or pre-authorization for $1 to verify the routing number and account number are correct. Be sure to review your account regularly to make sure all transactions are valid. Our CARDVALET can help protect your account with real time alert notifications, view of pending transactions, ability to set limits and restrictions and the option of turning your card on and off. CARDVALET offers this and so much more!
Download the app today!
Get answers to frequently asked questions
What types of phones are supported by CardValet?
CardValet works with the most recent mobile operating software, as well as the past two generations of Android and iPhone devices.
How long does the app stay logged in if you do not log out?
The app automatically logs the user off after 10 minutes of inactivity.
When a card is lost, does the new card number need to be registered manually through the app? And how is the card removed?
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.
Can multiple cards be linked to one registered CardValet account?
Yes. Cardholders can register multiple cards within a single CardValet app. Additional cards can be added within the Menu > Manage Portfolio > Add Card screen.
How many cards can you register within a single CardValet application?
There is no limit.
Can a user turn on My Location for a dependent’s card? How will it work?
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.
How do I turn on alert/control for an ATM transaction?
ATM transactions are categorized within the Others merchant type.