How to Update a Cardholder Profile

Administrators can update cardholder profiles:

• Through the PEX Web App (desktop)
• Through the Mobile App
  • Download the iOS app from the App Store
  • Download the Android app from the Google Play Store
  • The download is free but carrier data rates may apply

How to update a cardholder profile through the Web App / Dashboard

1. Log in to dashboard.pexcard.com

2. Click the “Team Members” tab

3. Locate the cardholder

4. Click on the cardholder’s name

   
5. Click the “Edit Profile” button at the bottom

   
6. Edit “Personal address” (this also counts as the “Card Billing Address” for online purchases)

7. Edit “Shipping Address” (for reissued and replacement cards)

8. Click the “Update” button to save changes

How to update a cardholder profile through the Mobile App

1. Log in to the Mobile App

2. Click the “Cards” icon at the bottom of the screen

3. Click on the cardholder’s name

   

   Click the “Cards” icon. Click on the cardholder’s name.

4. Click on “Profile” in Cardholder Details

   

   Click on “Profile”

5. Click on “Edit Profile”

   

   Click on “Edit Profile”

6. Make changes to the Profile

7. Click the green “Save” button at the end of the Edit Profile section

   

   Click the green “Save” button