CardValet

Control Spending

• Parents can remotely control and monitor their children's spending.
• Set spending limits for general use or specify thresholds by merchant types, such as gas, groceries, or retail stores.
• Establish spending controls by location and change these parameters anytime from your mobile device.

Fraud Protection

• Real-time alerts keep you informed when your cards are used.
• Transaction controls allow your cards to work only in specific locations or geographic areas.
• When your cards are "off", no withdrawals or purchases will be approved.

How to Signup for CardValet

Android & iOS

1. Download the app.
2. Open the app.
3. Input your card number.
4. Input the CVV, your street address, zip code, and card expiration date.
5. A Security Token number will be sent to your email. Once received, input that number in the CardValet app.
6. Agree to the Terms and Conditions.
7. Agree to the Privacy Policy.
8. Follow the prompts for your name, username, and password.

How to Add a New Card to CardValet

Android & iOS

1. From the main screen of CardValet, swipe left on the image of your card.
2. Click Edit and Add Cards.
3. Input your new card number.

New Users

New CardValet users can ensure they receive future push notifications by completing these steps:

Android

1. Log into the app.
2. Select Yes when the first prompt appears asking: Would you like to set this device as a primary device?
3. Select Allow to let CardValet access the device's location.
   

iOS

1. Log into the app.
2. Select Allow when the first prompt appears stating: CardValet would like to send you notifications.
3. Select Allow While Using the App when the second prompt appears asking: Allow CardValet to use your location.

Current Users

Existing CardValet users can ensure they receive future push notifications by completing these steps:

Android & iOS

1. Log into the app.
2. Navigate to Menu > Settings > Toggle Primary Device to On.

Android

Enable My Location Alerts:

1. Tap Alerts & Controls from the Card Details Screen.
2. Choose Alerts.
3. If Let me customize my alerts is selected tap Locations.
4. Tap My Location to enable feature.

Enable My Location Controls:

1. Tap Alerts & Controls from the Card Details Screen.
2. Choose Controls.
3. Tap Locations.
4. Tap My Location.
5. Select OK on the CardValet in-store transactions prompt.

iOS

Enable My Locations Alerts: 

1. Tap on Alerts & Controls from the Card Details Screen.
2. Choose Alerts.
3. If Let me customize my alerts is checked, tap Locations.
4. Tap My Location.
5. Select Turn on GPS when the Location Service prompt appears.
6. Change the Location setting to Always.

Enable My Location Controls:

1. Tap on Alerts & Controls from the Card Details Screen.
2. Choose Controls.
3. Tap Locations.
4. If enabled, tap My Location.
5. Select OK on the CardValet in-store transactions prompt.
6. Select Turn on GPS when the Location Service prompt appears.
7. Change the Location setting to Always.

Android & iOS

1. Open the app.
2. Navigate to the card you need to lock.
3. Click Lock Card underneath View Account Balances.
4. Follow the prompt and click Lock Card to lock, or cancel to keep unlocked.