Documentation Index
Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
Use this file to discover all available pages before exploring further.
Many large organizations find it helpful to have multiple linked PEX accounts. For example, a property management organization may have an account for each location, or an events company may have an account for each event they produce. Creating a new account is quick and easy.
How to open a new card program
Note:Admins must have the Request Business Accounts permission enabled. Additional accounts cannot be created until your account has full access.
Click Business Settings in the left menu.
Click New Account in the top right.
Select the type of account you want to create:
- Prepaid Expense
- Grants
- Rewards & Incentives
- Credit (not available for all customers)
Select whether you will be creating an account with the same federal tax ID/EIN as your originating account or a different EIN.
Same federal tax ID/EIN
Enter a nickname for your new account. This name is appended to the originating account name. For example, company “XYZ Co” with nickname “Prepaid” is created as “XYZ Co - Prepaid.”
Click Submit to instantly access your new account. Once approved, this account is linked to your originating account and accessible from the account dropdown.
Different federal tax ID/EIN
Complete an application by following the steps and providing the necessary information and documentation. Once approved, this account is linked to your originating account and accessible from the account dropdown.
How to resume a partially completed application
Click Business Settings in the left menu.
Select the Linked account tab from the top menu.
Click on the Incomplete Application row to resume your application.
FAQ
Why can’t I see an application that another business administrator submitted?
Each business administrator can only see the applications they created. You cannot view another administrator’s application.
Why was my new business application rejected?
Contact admin support to review your submitted application.
