Setting a Primary Account on Login

If you have multiple accounts, you can change which account displays by default when you log in to the PEX dashboard or Mobile App.

This option is available for both admins and cardholders who have multiple accounts.

To set up a primary account

1. Log in to Dashboard via https://dashboard.pexcard.com or log in to the Mobile App

2. Use the dropdown in the top left to choose the account that you would like to set as your default or primary account

3. Navigate to the ‘Profile’ icon at the top right corner of the Dashboard and click on it

4. Select ‘My Profile’ from the drop-down menu

5. Scroll down to the ‘Set as primary account’ section on the ‘Profile’ page

6. Toggle the switch to make it green, indicating that this account is now your primary account.

Now, when you log into the Dashboard, the selected account will be displayed by default.

FAQ

Can I undo toggling the current account?

No. To set another account as primary, follow the steps above to set a new primary account.