Résumé de section

  • Tout replier Tout déplier

     Welcome

    Here's everything you need to know to get started with Instant Card.

    Are you looking for live training?

    Register for an Instant Card Program Administrator live training webinar using this link U.S. Bank Instant Card Training schedule and registration.

    Customer service – Who to call and what for?

      1. General customer service line - 1800-344-5696

                                                                  i.      Card users can use this line to get assistance on card transactions, fraud inquiries or help with adding their card to the mobile wallet in the event of a yellow path (see attachment)

      1. Account coordinator line 844-539-1866 Option 3 (CPS Client Services) or the Message us option available int Access Online

                                                                  i.      Use this line for any questions about functionality, errors, reporting, etc. Card users should not call this line, this intended for program administrators.

      1. Relationship Manager – If at any time there is an emergency or you feel you need escalated assistance, you can always contact your Relationship Manager for assistance.

  • Instant Card Overview

    • Virtual card program management Page
    • Instant Card web portal registration video Page

      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.

    • Instant Card mobile app registration video Page

      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.

    • Instant Card demo video Page

      This 22:25 minute video provides an end-to-end demonstration of how the Instant Card application works.

    • Instant Card mobile app setup user guide Livre

      Learn how to set up the Mobile app on your phone.

    • Instant Card web portal setup user guide Livre

      Learn how to set up the web portal. Card company administrators, approvers and provisioners all use the web portal to manage card requests.

    • Instant Card general requirements user guide Livre

      Find out what currencies, languages and other important features are in the Card program.

  • Cardholders

  • Provisioners

    • Instant Card provisioner tasks user guide (copy) Livre

      Learn how to create single cards in the webportal and the mobile app, how to edit existing cards, create bulk card requests, work with cardholder requests and more!

  • Company Administrators

    • Access Online managing account statement video Page

      This 3:16 minute video shows you how to view and download your managing account statement for billing purposes from Access Online. You have two managing accounts for this card program. You can type a % in the Managing Account Name field to search for your managing accounts. For statements, select the account with SUA (Single Use Account) in the managing account name.

    • Access Online managing account profile user guide Livre

      Learn about how the credit limit and available credit on your managing account determine the amount that your organization has available for issuance of cards. If you have a prefunded account, you can make a payment in order to increase the available amount for card issuance. Use the Managing Account Profile user guide for steps on how to look up the information in Access Online. Call your Account Coordinator for assistance if needed.

    • Instant Card administrator tasks user guide Livre

      Learn how to create profiles and manage company settings.

    • Flex data reporting for virtual programs video Page

      This 15:40 minute video will teach you how to set up a customized flex report in Access Online and suggests fields to use in a virtual program such as Instant Card or Easy Pay.

  • Approvers