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.
Set a PIN for your card
Having a PIN for your physical Brex employee card helps to maintain card security, and some merchants may even require that your card has one. When you activate your physical employee card, you’ll be prompted to create a four-digit PIN. You can also retroactively add a PIN to a card that’s already been activated by following the steps below. Note: Only physical employee cards can have assigned PINs. After you add a PIN to your card, you may be asked to enter it more than once when first transacting at a chip-enabled card reader. Between entries, you’ll receive incorrect PIN notifications, but the transaction will go through after three or four attempts. The merchant may then request your signature on the receipt.
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 budgets and 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 your 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 > Change address.
- If you’re an admin, you can change the shipping address of another user’s card in Cards and Limits. Click the three dots on the card > View shipping details > Change address.
- Billing address: You can update the billing address for an entity’s cards by updating the parent company’s billing address, 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.
- Note: This does not change the name of the cardholder of the card.
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 or card admin, 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 and card admins 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 page, 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 employee card with another physical employee 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 employee 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 employee card with another physical employee 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 employee 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 employee 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. Note: Canceling a physical employee card also cancels its digital counterpart.
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. 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. 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.