Manage your card
Overview
When it comes to your Brex card and its integrity, you’re in control. You can set a PIN on your card to help keep it safe while it’s active. You can also lock, replace, or cancel the card at any time if you suspect it might be compromised, or if you just don’t need it anymore.
Set a PIN for your card
Having a PIN for your physical Brex employee card helps to maintain card security, and some merchants may even require that your card has one. When you activate your physical employee card, you’ll be prompted to create a four-digit PIN. You can also retroactively add a PIN to a card that’s already been activated by following the steps below. Note: Only physical employee cards can have assigned PINs. After you add a PIN to your card, you may be asked to enter it more than once when first transacting at a chip-enabled card reader. Between entries, you’ll receive incorrect PIN notifications, but the transaction will go through after three or four attempts. The merchant may then request your signature on the receipt.
In your dashboard
Step 1: Go to Wallet and find the card you want to add a PIN to. If it isn’t your primary card, click View all budgets and cards and choose the card from the list.
Step 2: To the right of the card you want to add a PIN to, click the three dots and choose Set PIN.
Note: If your card is new, you will also see a banner prompt at the top of the page where you can click Set your PIN code.
Step 3: Enter your desired four-digit PIN.
Step 4: Click Confirm.
You can reset your PIN code at any time by following these same steps and, when clicking the three dots, choosing Reset PIN.
In your app
Step 1: Go to your Wallet, then tap your primary card at the top of the screen.
To set a PIN for another card, tap on the primary card, scroll down to Other cards, and tap on the card.
Step 2: Tap More > Set PIN > Next.
Step 3: Enter your desired PIN twice and tap Done.
You can reset your PIN code at any time by tapping your card > More and choosing Reset PIN.
Update your card details
There are a few scenarios where you may need to update the information associated with an existing card. Please read the relevant section below to learn what’s possible.
- Shipping address: If you’ve already requested a physical employee card, you’ll see an update when you click the bell icon on the top right. To update the shipping address of a personal card, go to your Wallet. Click the three dots on your card icon and select View shipping details > Change address.
- If you’re an admin, you can change the shipping address of another user’s card in Cards and Limits. Click the three dots on the card > View shipping details > Change address.
- Billing address: Depending on the circumstances, Brex Support can update the billing address for a single card without changing your overall account address. Please chat with us to make this change.
- Cardholder's name: You’ll need to replace your physical card to update the name on it.
- Card’s name:
- In your dashboard, go to Wallet and find the virtual card. Click the three dots next to your virtual card and choose Rename. Enter the new name and click Save.
- In your app, go to Wallet and find the virtual card. Tap More > Rename card.
- Note: This does not change the name of the cardholder of the card.
Lock/unlock your card
Locking a card will block transactions from taking place on it. You can lock your own card if you’d like to prevent it from being used or, as an account or card admin, lock the card of one of your employees. Locked cards will be indicated by a locked card icon in the card owner’s Wallet until they’re unlocked.
Your own card
You can lock or unlock your own card at any time from either your Brex dashboard or your app. Please follow the steps below:
Note: If your card was locked by an account or card admin, only the account or card admin can unlock the card.
In the dashboard
Step 1: Go to Wallet.
Step 2: Click the three dots to the right of the card in question. If it isn’t your primary card, click View all limits and cards to find it.
Step 3: Click Unlock or Lock.
In the app
Step 1: From your Wallet, tap the primary card at the top of the screen.
If you want to lock/unlock a different card, tap that card from Other cards.
Step 2: Tap Lock card to lock your card. If the card is already locked, tap Unlock card to unlock it.
Via notification
If your card was automatically locked due to an unusual transaction, you’ll receive an SMS or push notification, depending on your communication preferences. We’ll list out transactions that caused the flag and, if you recognize the flagged transaction, you can unlock your card following the prompt on the notification.
Another user's card
Account and card admins can lock or unlock any cards that belong to other users in the dashboard by following the steps below. Note: If an account or card admin locks the card that belongs to an employee or AP clerk, that user won’t be able to unlock their card again without an account or card admin approval.
In the dashboard
Step 1: Under Cards and Limits page, search the name of the user. Step 2: Below the card in the detail pane, select either Lock or Unlock. Step 3: If locking, choose the Reason for locking this card and click Lock card.
Replace your card
60 days prior to expiration, an email will be sent to inform you of the upcoming card expiration, and you will be asked to confirm your shipping address for the new card. We will transfer as many recurring expenses as possible to the replacement card, although some vendors may still require you to manually update your payment information with your new card number. Note: Once canceled or expired, you’ll no longer be able to access the old card’s information or credentials from your account. Canceled or expired cards cannot be reactivated. Account admins, card admins, and users can replace a card, causing the old card to be canceled and a new card to be issued in its place. Account or card admins can also replace cards on behalf of users without contacting Brex Support. To replace a card, please follow the steps below. When replacing a virtual or employee card, the new card credentials will immediately replace the existing card, and the existing card will be canceled immediately unless you choose to delay card cancellation when replacing a physical with a physical card. If you click into the replacement card in the dashboard or in the app, you should see a brand new card number, expiration date, and CVV that you can use to spend virtually right away. You don’t have to wait until your replacement physical card arrives before you can spend on the card. To replace a card, please follow the steps below.
Replace with the same card type
Follow the instructions below to replace your card with the same type of card (i.e,. to replace your physical employee card with another physical employee card or your virtual card with another virtual card).
In your dashboard
Step 1: Go to Wallet and find the card you want to replace. If it isn’t your primary card, click View all budgets and cards and choose it from the list. If you're an account or card admin looking for one of your user's cards, go to the Cards and Limits page and click on the user's name. Step 2: Click the three dots beside the card and select Replace card. Step 3: You'll be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. Important: Brex will not automatically transfer the recurring charges, so please update your card details wherever they are being used. Step 4: Choose the card type. If you’re replacing a physical employee card with another physical employee card, you can toggle to delay the card cancellation, meaning that the card won’t be canceled until your replacement is activated. Step 5: For physical employee cards, provide a shipping address. If you need your card sooner than the estimated delivery date, click Physical card needed sooner to provide more detail. Step 6: Confirm the card replacement. You or the primary card owner (if someone other than yourself) will receive an email confirmation regarding the replacement card.
In your app
Step 1: Go to the card you want to replace. If it’s not already your primary card, tap its name under Other cards. To open Other Cards, click on your primary card. Step 2: Tap Replace card. Step 3: You'll then be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. Important: Brex will not automatically transfer the recurring charges, so please make sure to update your card details wherever they are being used. Step 4: Choose the card type. If you’re replacing a physical employee card with another physical employee card, you can toggle to delay the card cancellation, meaning that the card won’t be canceled until your replacement is activated. Step 5: For physical employee cards, provide a shipping address. If you need your card sooner than the estimated delivery date, click Physical card needed sooner to provide more detail. Step 6: Verify your preferred shipping address (for physical employee cards). The affected user will receive an email confirmation regarding the replacement card.
Replace with a physical employee card
You can replace existing virtual Brex cards with physical employee cards. This is done by following the steps below. Each Brex user can only have one employee card, though you can replace a digital employee card with a physical employee card. Note: Only virtual cards indicated by a black or gold card icon can be replaced with a physical employee card. Cards indicated by a white icon can only be virtual.
In your dashboard
Step 1: Go to Wallet and find the card you want to replace. If it’s not already your primary card, click View all limits and cards and choose it from the list. Step 2: Click the three dots on the card image and click Order physical card. Step 3: Enter the address that you want the card shipped to and confirm your order Step 4: When prompted, confirm that you want to cancel your existing digital employee card.You'll receive a new digital card that you can use immediately.
In your app
Step 1: Go to the card you want to replace. If it’s not already your primary card, tap its name under Other cards.
Step 2: Tap Replace with physical card.
Step 3: Verify your preferred shipping address.
Replace expiring cards
60 days prior to expiration, an email will be sent to inform the cardholder of the upcoming card expiration, and you will be asked to choose the card type, as well as to confirm your shipping address for the new card. Please be sure to update any recurring expenses with your new card info. Note: Once canceled or expired, you’ll no longer be able to access the old card’s information or credentials from your account.
Virtual cards
Expiring virtual cards will be replaced automatically.
Physical plastic cards
As your physical, plastic card nears its expiration date, we’ll ask you to confirm your shipping address for delivery.
Physical metal cards
If you have a physical metal card that’s nearing its expiration date, you can reach out to Brex Support to request a replacement and, if you’d like, arrange to have your old card destroyed.
Cancel your card
You can cancel your Brex card at any time, for any reason. By canceling a card, charges can no longer be made to it, including by vendors that have it on file for recurring payments. Canceling a card won’t automatically create a replacement. Once canceled, a card cannot be reactivated and you can no longer use the card information for any transactions, including online purchases. Note: Canceling a physical employee card also cancels its digital counterpart.
Your own card
In the dashboard
Step 1: Go to Wallet and find the card you want to cancel. If it isn’t your primary card, click View all budgets and cards and choose it from the list. Step 2: Click the three dots next to the card name and select Cancel card. Step 3: After terminating, you will be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants. Important: Brex won’t automatically transfer the recurring charges, you’ll need to migrate the spend. Step 4: Review potential recurring transactions and provide a reason for cancellation.
In the app
Step 1: Go to Wallet and choose the card that you want to cancel. If it isn’t your primary card, tap on the primary card and scroll down to Other cards. Step 2: Tap More > Cancel card. Step 3: Click through to confirm the card’s cancellation.
Cancel a different user’s card
An account or card admin can also do this on your behalf without contacting Brex Support by following the steps below: Step 1. Under Cards and Limits, search the name of the user. Step 2. Select the cardholder. Step 3. Click the three dots at the bottom and select Cancel.
Before it ships
If you requested a new physical card in error, you can follow the same steps as above to cancel the impacted card by 4pm PT on the day it was requested. In the odd chance that you receive the canceled card, please terminate the card.