Instant Card Overview
Section outline
-
-
Learn how to do the various tasks for Virtual cards.
Explain how the virtual card program works overall
Overview of the virtual card
How it works, who is involved?
Set up your systems
Install software mobile app and/or web portal
Take Action:
Administrators’ tasks – Create and edit profiles, manage settings
Provisioners’ tasks – Provision and edit a card, deactivate card, review card details and transactions, work with the active view.
Cardholder Mobile tasks – Load to mobile wallet, reveal card number, cvv and expiration date, add billing address to mobile wallet, review transactions.
Set up Access OnlineFind statements and reports in Access Online
Pick up reports in Data Exchange
Locate resources for Access Online -
This 2:27 minute video shows Company Administrators, Provisioners and Approvers how to register for the Expense Wizard web tool. Company Administrators use this tool to manage user profiles and settings. Provisioners use it to create and maintain instant cards. Approvers use it to approve card setup. The approver functionality is optional. The link to the web portal is https://expensewizard.usbank.com.
-
This 1:48 minute video explains how cardholders and provisioners can register for the Instant Card mobile app. Search on the Apple App Store or Google Play Store for U.S. Bank Instant Card.
-
This 22:25 minute video provides an end-to-end demonstration of how the Instant Card application works.
-
Learn how to set up the Mobile app on your phone.
-
Learn how to set up the web portal. Card company administrators, approvers and provisioners all use the web portal to manage card requests.
-
Find out what currencies, languages and other important features are in the Card program.
-