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How to change the icon on your account

How to Send a Cardholder Invite

Why Am I Being Asked for a Secure Access Code?

Creating a Custom Merchant Category

Tracking your card order

How to Set Per Purchase Spending Limits, by Merchant Category (Administrator Site)

How to Transfer Funds to Your External Bank Account from Your PEX Account (Administrator Site)

How to Update Your Business Address on All Programs

How to View MCCs in a Merchant Category

Understanding merchant categories

Compromised card notice (all programs)

How to Find Your Plan and Available Product Features

Managing Custom Merchant Categories

How to Add Notes to a Card Transaction (Administrator Site)

Setting Administrator Permissions on All Programs

Editing Custom Merchant Categories

Deleting a Custom Merchant Category

How to Change My Username and Password (Administrator)

How to Create and Send a New Administrator Invite

How to Remove Admins

How to Set Spend Limits by Merchant Category

International Use of PEX Cards on All Programs

Updating and Validating Your Business Documentation

Tips for keeping your PEX account safe

How to view account history

Dashboard analytics

Last modified on June 8, 2026

Related topics

How to Add Notes to a Card Transaction (Administrator Site)How to Set Time-Based Spend Limits (Administrator Site)How to Set Per Purchase Spending Limits, by Merchant Category (Administrator Site)Administrator GuideHow to Transfer Funds to Your External Bank Account from Your PEX Account (Administrator Site)