How to Order PEX Cards

There are two convenient ways to order PEX cards and have them shipped to addresses within the U.S.:

1. Through the Card Order Form

2. Upload a CSV file

   • This article covers how to order through the card order form. For details on how to place a bulk card order, please see How to Create A Bulk Card Order.

   • Things to Note: 
     PEX can not ship cards to international addresses/outside of the 50 states
     Tracking estimates do not include the day the card order is placed.

Watch a step-by-step demonstration here!**
 

How to Order PEX Cards via the Card Order Form

1. Log into dashboard.pexcard.com

2. Click the “Cards” option in the left navigation

3. Click “Order Cards” blue button on the upper right

   1. Select the type of card you would like – ‘Team Member’ or ‘Vendor’
      • ‘Team Member’ cards can be used for purchases made by members of your organization with funds assigned to individual cardholders, and may be physical or virtual.
      • ‘Vendor’ cards are virtual-only cards that can be used for payments toward a specific vendor.

Ordering Team Member Cards

1. Select ‘Team Member’ from the drop down

2. Check the number of new cards currently available in your Plan

   • If you need to increase the number of new cards available to your organization, please contact PEX Admin Support at [e-mail]
3. Enter the names, DOB, phone, and email of the people for whom you are ordering cards. Click Continue.

   • Note: Cardholders for Disburse programs must be at least 18 years old
   • Virtual cards for team members can be ordered by checking the box under “Virtual only.” These cards can be viewed by admins and cardholders in the Dashboard (requires enabling enhanced security through multi-factor authentication). No physical cards are mailed out and cards are activated immediately.
4. Select the expiration length of the card.

5. Fill out the optional ‘Attention to’ line if you would like the card package to be addressed to someone other than the cardholder(s). NOTE: The attention field provided with the creation of the card will be included on the envelope for all future replacements. Neither administrators nor PEX is able to edit or remove this attn line once the card order has been placed.

   
6. Fill out the billing address field

   • 26 character limit for street address
   • 20 character limit for city
7. Fill out the shipping address field

   • 26 character limit for street address
   • 20 character limit for city
   • If the shipping address is the same as the billing address, check the “Same as billing address” box
8. Enter the shipping contact number

9. Select delivery method:

   • First Class Mail (10 - 15 business days) - Free
   • Priority (4-8 business days) - $10
   • Expedited (up to 5 business days) - $55
   • Rushed (up to 4 business days) - $70
10. Click “Confirm”

For Rushed, Expedited, and Priority shipping, see How to Track a Card Order for tracking information.
Shipping estimates do not include the day the card order is placed. Bank holidays may impact these delivery estimates.