FAQs Archive - Page 3 of 5 - William Penn Bank

Q: If an employer registers a card for an employee, what stops the employee from changing the controls placed on the card?

Each person who registers a card will have access to controls for the card. In many cases, the employee will not know about CardValet unless the employer shares the information.

Q: You can download the card on multiple devices but are requested to indicate which device is primary. What is the purpose of assigning a primary device? Can I make changes to the settings from the nonprimary devices?

The primary device is used to track the GPS for My Location alerts and controls and all merchant and threshold alerts will be sent to the primary device. All devices that have registered a particular card can view or change the CardValet settings for that card. Controls (including the On/Off setting) are set at the card level, so the last update to a control will be honored regardless of which phone was used to make the change. Alerts are set at the device level, so each primary device will receive alerts that were set up from that particular device. The primary device can be re-set by accessing Settings>Primary Device.

Q: When loading more than one card on a device, what type of information does the user need in order to register each card?

The user needs to enter the same level of detail entered for the original card. This information generally includes: Card Number Address ZIP code Expiration Date CVV/CVC Code Secondary authentication includes: Security token sent in an email Last 4 digits of the social security number Multiple individuals can register the same card as long as they know the card details. Typical examples of multiple individuals registering one card include: parents and dependents; spouses; and employers/employees.

Q: If a user has two cards from different financial institutions that support CardValet, can they register both cards with CardValet?

The user must create a unique login account for each financial institution. Each login account is applicable for a single financial institution. In the login page, the logo of the last logged-in financial institution shows.

Q: How long does the app stay logged in if I do not log out?

The app automatically logs the user off after 10 minutes of inactivity.

Q: Can I unsubscribe from CardValet?

Yes. There are multiple ways that a user can unsubscribe from CardValet. The user can unsubscribe through the CardValet application via Manage Portfolio. To unsubscribe, uncheck all cards and accounts and tap OK .