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How to Set a PIN for the Cardholder

About PINs

Unlike some other cards, the PEX card does not require a PIN to function.

Administrators may want to assign PINs to cards because certain merchants, like Costco and Sam’s Club, require a PIN for purchases.

Only Administrators with “Add/Edit/Terminate Card” Permission can set or change a cardholder PIN:

  • PEX Customer Service cannot recover a cardholder PIN
  • PEX Customer Service cannot reset a cardholder PIN
  • If a cardholder forgets the PIN, he/she must call the Administrator for a new PIN

The PIN does not give the cardholder access to cash:

  • Not at an ATM
  • Not at point-of-sale as “Cash Back” 

How to Set or Change the Cardholder PIN

The Administrator can set or change the cardholder PIN:

How to Set or Change the Cardholder PIN Through the Administrator Site

  1. Log in to the Administrator Site
  2. Click "Cards" at the top of the page
  3. Click “Card List”
  4. Locate and click on the cardholder's name
  5. Click "PIN" under the second blue bar
  6. Enter and re-enter the 4-digit PIN, following the required PIN rules
  7. Click the green “Set” button to set the new PIN for the cardholder

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Click the green “Set” button

How to Set or Change the Cardholder PIN Through the Mobile App

  1. Log in to the Mobile App
  2. Click the “Cards” icon at the bottom of the screen
  3. Click on the cardholder’s name

    How_to_Set_a_PIN_9.png

    Click the “Cards” icon. Click on the cardholder’s name.

  4. Click on “PIN”

    How_to_Set_a_PIN_5.png

    Click "PIN"

  5. Enter and re-enter the 4-digit PIN, following the required PIN rules

    How_to_Set_a_PIN_8.png

    Enter and Re-enter the 4-digit PIN

  6. Click “Save” to set the PIN

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Click ”Save” to set the PIN

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