Removing Funds from a Card

You can quickly remove funds from individual cards:

• Through the Administrator Site
• 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
• The funds will go back into your main PEX account
• Note: Defunding cards is not an available feature on cardholder owned Disburse account programs

How to remove funds from a card using the Administrator Site

1. Log in to dashboard.pexcard.com

2. Click the “Cards” tab

3. Locate the cardholder’s name

4. In the “Quick Fund” box at right, enter the amount to remove as a negative number (e.g., “-200”)

5. Click the blue “Arrow” button. The removed balance instantly reverts back to the business account balance reflected in the upper left corner of the dashboard.

   

How to remove funds from a card using the Mobile App

1. Log into the Mobile App

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

3. Navigate to the cardholder

4. Click on the cardholder’s name

   

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

5. In the “Quick Fund” box, enter the amount to remove from the card (as a positive number, e.g., 200)

6. Click the blue “Remove Funds” button

   

   In the “Quick Fund” box, enter the amount to remove. Click the blue “Remove Funds” button.

7. Click “Transfer” in the confirmation dialogue box to remove funds from the card

   

   Click “Transfer” in the confirmation dialogue box

You might find this article useful, if you want to remove funds from multiple cards: “How to Remove Funds from Multiple Cards”

You might find this article useful, if you want to learn how to search cards based on certain criteria: “How to Search Cards”