# Manage your card Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support/manage-your-card --- ## Overview When it comes to your Brex card and its integrity, you’re in control. You can set a PIN on your card to help keep it safe while it’s active. You can also lock, replace, or cancel the card at any time if you suspect it might be compromised, or if you just don’t need it anymore. ## View the PIN for your card The PIN for your physical Brex card helps to maintain card security, and some merchants may even require that your card has one. **Note**: If you have a Visa card, you will not be able to view its PIN in your dashboard. Instead, refer to the steps below to update your PIN. As a cardholder of a Mastercard, you will receive a pre-assigned PIN and can view its PIN by following the steps below: ### In your dashboard **Step 1:** Go to _Wallet_. **Step 2:** Hover over the card to view the card number, expiration date, CVV, and PIN. ### In your app **Step 1:** Go to your _Wallet_ and tap your primary card at the top of the page. **Step 2: **Tap the eye icon to view the card details for your active Brex card, including its PIN. You can long-press to copy the details. ## Set or update a PIN for your card For physical Visa cards, you’ll be prompted to create a four-digit PIN when activating the card. You can also retroactively add a PIN to a card that’s already been activated by following the steps below. **Note: **Only physical employee or purchasing cards can have assigned PINs. Mastercard cards have a pre-assigned PIN that cannot be changed. ### In your dashboard **Step 1: **Go to _Wallet_ and find the card you want to add a PIN to. If it isn’t your primary card, click _View all cards _and choose the card from the list. **Step 2:** To the right of the card you want to add a PIN to, click the three dots and choose _Set PIN._ **Note: **If your card is new, you will also see a banner prompt at the top of the page where you can click _Set your PIN code._ **Step 3:** Enter your desired four-digit PIN. **Step 4:** Click _Confirm._ You can reset your PIN code at any time by following these same steps and, when clicking the three dots, choosing _Reset PIN._ ### In the app **Step 1:** Go to your _Wallet_, then tap your primary card at the top of the screen. To set a PIN for another card, tap on the primary card, scroll down to _Other cards_, and tap on the card. **Step 2:** Tap _More_ > _Set PIN_ > _Next_. **Step 3:** Enter your desired PIN twice and tap _Done_. You can reset your PIN code at any time by tapping your card > _More _and choosing _Reset PIN._ ## Update your card details There are a few scenarios where you may need to update the information associated with an existing card. Please read the relevant section below to learn what’s possible. ### Shipping address If you’ve already requested a physical employee card, you’ll see an update when you click the bell icon on the top right. To update the shipping address of a personal card, go to your _Wallet_. Click the three dots on your card icon and select _View shipping details,_ follow the steps in[ this help article](https://www.brex.com/brex-card-overview). ### Billing address You can update the billing address for an entity’s cards by updating the parent company’s [billing address](https://www.brex.com/update-company-details), or reaching out to Brex Support. If you have multiple entities, updating your company address will only update the billing address of the cards (current and future) that fall under the entity. ### Cardholder's name Your cardholder name defaults to the user name on your Brex account. To update your name on the card, reach out to Brex Support. You’ll need to replace your physical employee card to update the name on it. ### Card's name In your dashboard, go to _Wallet _and find the virtual card. Click the three dots next to your virtual card and choose _Rename_. Enter the new name and click _Save_. In your app, go to _Wallet _and find the virtual card. Tap _More _> _Rename card _to change the name of your card. **Note**: This does not change the name of the cardholder of the card. ### Pre-code accounting rules For your purchasing cards, you can optionally pre-code accounting rules for specific transactions made with a card. ### Additional controls In your dashboard, select the card in the _Cards and Limits_ page, click the three dots, and select _Edit card_. - Manage limit details such as limit amount, flexibility, and recurrence. - Select which policy should apply. - Entity expenses are billed to. - Allow users to see limit amount: Users must be able to see the limit amount to request increases. - Allow limit increase requests: Users can request additional funds, subject to approval. - Approval chain for limit increase requests. - Auto-transfer cards for deactivated users: If the cardholder is deactivated, we’ll automatically transfer any cards with previous online spend to their manager or an admin. This setting is enabled by default for purchasing cards to ensure continuity on operational spend. - Restrict merchants or categories: If your card is a purchasing card, you can block or only allow certain merchants, categories, or merchant category codes here. If you would like to adjust this control for a limit card, navigate to the assigned spend limit. - Set maximum amount per transaction: We’ll automatically decline individual expenses that exceed this amount. ## Update your card’s limit Your card’s limit determines the overall spend available to transact with. To update your card’s limit, follow the steps below: ### Your own limit To request a higher spend limit for your own cards, go to _Wallet > Request spend > Limit increase > _Select the limit you would like to increase and fill out the required details. To request a higher limit for your employee card, follow the steps above and select the limit that references your name. Once submitted, your manager and admin will be notified to review the request. Employee card limit increase requests use the default approval chain, which includes the manager and any admin. If an admin makes the request, it is auto-approved. As an admin, you can adjust the currency of your employee card limit by navigating to your _Wallet_ and clicking the three dots in the top right corner of your employee card. Select _Edit card_ and next to the limit amount, choose the currency from the dropdown. As an employee, reach out to the admin of your account to update the currency. ### Another user’s limit ### Employee card limit To view a card limit as an admin, navigate to the _Card and Limits_ page, and view the _Card Limit_ column. To update or add a card limit, click on_ _the applicable employee card, navigate to the three dots, and select _Change limit _to set the monthly limit. If the limit is set for $0, the card will only be usable with spend limits issued separately. To adjust the currency of another user’s employee card limit, navigate to the _Card and Limits_ page, click on_ _the applicable employee card, and navigate to the three dots and click _Edit card_. Next to the limit amount, choose the currency from the dropdown. The user’s previous transactions associated with the employee card limit will be shown in the selected currency moving forward in their Wallet and your _Cards and Limit_ page. The billing currency of your entity will not be affected. ### P-card limit To adjust a p-card limit, an admin or any users with the [specific product capability](https://www.brex.com/custom-roles) can navigate to the _Cards and Limits_ page, select _Purchasing cards > Change limit _in the detail pane of the applicable card. ### Spend limit As an admin or any user with the [specific product capability](https://www.brex.com/custom-roles), you can update an existing spend limit which employees can spend from via their employee card or limit cards by following the steps in [this article](https://www.brex.com/manage-budgets-and-spend-limits). ## Lock/unlock your card Locking a card will block transactions from taking place on it. You can lock your own card if you’d like to prevent it from being used or, as an account, card admin, or user with the assigned [custom product capability](https://www.brex.com/custom-roles), lock the card of one of your employees. Locked cards will be indicated by a locked card icon in the card owner’s _Wallet _until they’re unlocked. ### Your own card You can lock or unlock your own card at any time from either your Brex dashboard or your app. Please follow the steps below: **Note**: If your card was locked by an account or card admin, only the account or card admin can unlock the card. ### In the dashboard **Step 1: **Go to _Wallet_. **Step 2:** Click the three dots to the right of the card in question. If it isn’t your primary card, click _View all limits and cards _to find it. **Step 3:** Click _Unlock_ or _Lock_. ### In the app **Step 1:** From your_ Wallet,_ tap the primary card at the top of the screen. If you want to lock/unlock a different card, tap that card from _Other cards_. **Step 2:** Tap _Lock card _to lock your card. If the card is already locked, tap _Unlock card _to unlock it. ### Via notification If your card was automatically locked due to an unusual transaction, you’ll receive an SMS or push notification, depending on your communication preferences. We’ll list out transactions that caused the flag and, if you recognize the flagged transaction, you can unlock your card following the prompt on the notification. ### Another user's card Account, card admins or users with the assigned [custom product capability](https://www.brex.com/custom-roles) can lock or unlock any cards that belong to other users in the dashboard by following the steps below. **Note:** If an account or card admin locks the card that belongs to an employee or AP clerk, that user won’t be able to unlock their card again without an account or card admin approval. ### In the dashboard **Step 1: **Under _Cards and Limits_, search the name of the user. **Step 2:** Below the card in the detail pane, select either _Lock_ or _Unlock_. **Step 3:** If locking, choose the _Reason for locking this card _and click _Lock card_. ## Replace your card Account admins, card admins, and cardholders can replace a card, causing the old card to be canceled and a new card to be issued in its place. Account or card admins can also replace cards on behalf of users. Depending on your replacement reason, you will have the option to keep the same card number, with an updated CVV and expiration date, allowing any recurring expenses to continue to go through. To replace a card, please follow the steps below. **Note:** Once canceled or expired, you cannot access the old card’s information or credentials from your account. Canceled or expired cards cannot be reactivated. ### Replace non-expiring cards Follow the instructions below to replace your card for reasons other than the card expiring. Depending on the replacement reason, you will be given the option to keep your existing card number, with an updated expiration date and CVV. ### In your dashboard **Step 1: **Go to _Wallet _and find the card you want to replace. If it isn’t your primary card, click _View all budgets and cards _and choose it from the list. If you're an account or card admin looking for one of your user's cards, go to the _Cards and Limits page_ and click on the user's name. **Step 2: **Click the three dots beside the card and select _Replace card_. **Step 3: **You'll be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. **Step 4:** Choose the card type. If you’re replacing a physical card with another physical card, you can toggle to delay the card cancellation, meaning that the card won’t be canceled until your replacement is activated. **Step 5: **For physical cards, provide a shipping address. If you need your card sooner than the estimated delivery date, click _Physical card needed sooner_ to provide more detail. **Step 6: **Toggle on or off whether you want to keep the same card number. We’ll update your CVV and expiration date regardless of the choice. If you choose to keep the same number, any previous recurring spend on the card will continue without action. **Note: **This option might not be available depending on the reason you’re replacing your card. **Step 7: **Confirm the card replacement. You or the primary card owner (if someone other than yourself) will receive an email confirmation regarding the replacement card. ### In your app **Step 1: **Go to the card you want to replace. If it’s not already your primary card, tap its name under _Other cards_. To open _Other Cards_, click on your primary card. **Step 2: **Tap _Replace card. _**Step 3: **You'll then be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. **Step 4:** Choose the card type. If you’re replacing a physical card with another physical card, you can toggle to delay the card cancellation, meaning that the card won’t be canceled until your replacement is activated. **Step 5:** For physical cards, provide a shipping address. If you need your card sooner than the estimated delivery date, click _Physical card needed sooner_ to provide more detail. **Step 6: **Toggle on or off whether you want to keep the same card number. We’ll update your CVV and expiration date regardless of the choice. If you choose to keep the same number, any previous recurring spend on the card will continue without action. **Note: **This option might not be available depending on the reason you’re replacing your card. **Step 7:** Verify your preferred shipping address (for physical cards). The affected user will receive an email confirmation regarding the replacement card. ### Replace expiring cards 60 days prior to expiration, an email will be sent to inform the cardholder of the upcoming card expiration, and you will be asked to choose the card type, as well as to confirm your shipping address for the new card.** ** Replacement cards will have the same card number, but new CVV and expiration dates. Any recurring spend will continue without action. ### Virtual cards Expiring virtual cards will be replaced automatically. Any recurring spend will continue without action. ### Physical plastic cards As your physical, plastic card nears its expiration date, we’ll ask you to confirm your shipping address for delivery. If you do not confirm your shipping address by the time of expiration, we will automatically replace the card with a virtual card, and you can optionally order a physical card later. Any recurring spend will continue without action. ### Physical metal cards If you have a physical metal card that’s nearing its expiration date, we’ll ask you to confirm your shipping address for delivery. Any recurring spend will continue without action. If you do not confirm your shipping address by the time of expiration, we will not replace the card automatically. Please ensure to take action to avoid disruption to your spending. ## Order a physical card You can order a physical card for an existing virtual employee card. This is done by following the steps below. Each Brex user can only have one employee card, though you can replace a virtual employee card with a physical employee card. ### In your dashboard **Step 1:** Go to _Wallet_ and find the card you want to replace. If it’s not already your primary card, click _View all cards_ and choose it from the list. **Step 2: **Click the three dots on the card image and click _Order physical card_. **Step 3: **Enter the address that you want the card shipped to and confirm your order. The replacement card will keep the same card number, with an updated CVV and expiration date. Your existing virtual card will not be canceled and will match the information of the physical card. ### In your app **Step 1:** Go to the card you want to replace. If it’s not already your primary card, tap its name under _Other cards_. **Step 2:** Tap _Replace with physical card_. **Step 3:** Verify your preferred shipping address. The replacement card will keep the same card number, with an updated CVV and expiration date. Your existing virtual card will not be canceled and will match the information of the physical card. ## Cancel your card You can cancel your Brex card at any time, for any reason. By canceling a card, charges can no longer be made to it, including by vendors that have it on file for recurring payments. Canceling a card won’t automatically create a replacement. Once canceled, a card cannot be reactivated, and you can no longer use the card information for any transactions, including online purchases. However, canceling a card does not remove it from your Wallet. Card details remain accessible for reference even after cancellation. **Note**: Canceling a physical employee card also cancels its digital counterpart. Canceling a purchasing card also cancels its built-in limit. Canceling an employee or limit card has no effect on the associated limit. ### Your own card #### In the dashboard **Step 1:** Go to _Wallet _and find the card you want to cancel. If it isn’t your primary card, click _View all budgets and cards _and choose it from the list. **Step 2:** Click the three dots next to the card name and select _Cancel card_. **Note**: You will not be able to cancel a p-card or your last remaining employee card. Instead, contact your account’s admin. **Step 3: **After terminating, you will be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. **Important: **Brex won’t automatically transfer the recurring charges, you’ll need to migrate the spend. **Step 4:** Review potential recurring transactions and provide a reason for cancellation. #### In the app **Step 1:** Go to _Wallet _and choose the card that you want to cancel. If it isn’t your primary card, tap on the primary card and scroll down to _Other cards_. **Step 2: **Tap _More _> _Cancel card_. **Note**: You will not be able to cancel a p-card or your last remaining employee card. Instead, contact your account’s admin. **Step 3:** Click through to confirm the card’s cancellation. ### Cancel a different user’s card An account or card admin can also do this on your behalf without contacting Brex Support by following the steps below: **Step 1.** Under _Cards and Limits_, search the name of the user. **Step 2.** Select the cardholder. **Step 3.** Click the three dots at the bottom and select _Cancel_. ### Before it ships If you requested a new physical card in error, you can follow the same steps as above to cancel the impacted card by 4pm PT on the day it was requested. In the odd chance that you receive the canceled card, please terminate the card.