> ## 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.

# How to Create a New Cardholder User Account

> Cardholders can check their card balances, download statements, add transaction notes/receipts, and update their profiles through the PEX website.

In order to access the site, a cardholder must first complete the "First time login" process, also referred to as the cardholder registration process.

<Frame>
  <iframe src="https://www.youtube.com/embed/88ijIVmOZSw" title="PEX: How to Add Admins & Team Members" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen />
</Frame>

## Creating an Account

<Steps>
  <Step>
    Go to [https://dashboard.pexcard.com/registration](https://dashboard.pexcard.com/registration?utm_source=support)

    <Frame>
      <img src="https://mintcdn.com/pextest/8WxGiN4kfab3XOuh/images/cardholder/image-1.png?fit=max&auto=format&n=8WxGiN4kfab3XOuh&q=85&s=b2865df01cb6705a342276dac97c88d3" alt="PEX: How to Add Admins & Team Members" width="2166" height="1224" data-path="images/cardholder/image-1.png" />
    </Frame>
  </Step>

  <Step>
    Enter your card number
  </Step>

  <Step>
    A six (6) digit code will be emailed to the email address on file that was provided when the card was ordered

    * Check with your business administrator to verify the email address on your card profile
    * Retrieve the code from your email and enter it in the field provided. *Enter the number on your PEX Card and Click "Next"*
  </Step>

  <Step>
    After verifying your email address, you will be shown the phone number and birth date that PEX has on file

    * Please alert your business administrator if this information is incorrect
  </Step>

  <Step>
    Create a username

    * Your username must be unique to any other username in the PEX database
  </Step>

  <Step>
    Choose a password. Passwords must meet the following requirements:
  </Step>

  <Step>
    Must be between 8 and 16 characters in length

    * Must contain at least one digit (0-9)
    * Must not begin with a hash symbol (#)
    * Palindromes (such as "123aba321") will be rejected
    * Must not contain your username
    * Spaces are not allowed
  </Step>

  <Step>
    Choose a security question

    <Tip>
      **Tip:**

      For extra security, you can also write your own question
    </Tip>

    <Note>
      **Note:**

      Administrators cannot view this information
    </Note>
  </Step>

  <Step>
    Enter your security answer

    <Note>
      **Note:**

      Answers are case sensitive, so be sure to enter the answer in the exact way you will enter it again in the future
    </Note>

    <Note>
      **Note:**

      Administrators cannot view this information
    </Note>
  </Step>
</Steps>

Your business administrators will receive an email alerting them to your new account.

Cardholders can also take an opportunity to download the PEX Mobile app via the [Google Play Store](https://play.google.com/store/apps/details?id=com.softjourn.pexcardholder) or the [Apple App Store](https://apps.apple.com/app/id584331280). Cardholders can log in while on-the-go, and manage various activities on your cardholder account.

## Creating a New Cardholder User Account Using Your Birth Year for Verification

If you do not have access to your company email, your administrator may have enabled the option to create a card account by using your birth year. This is not common.

On Step 3 in the above instructions, enter your 4-digit birth year in the field provided. 

<Note>
  **Note:**

  Your birth year will only be applicable if the administrator chose this method. Entering the birth year is not a substitute for the secure verification code sent by email.
</Note>