Admin users can request a new virtual card in the Investar Bank Commercial Card web app by logging in to their account and accessing their dashboard.
- Log in to https://app.cmlcard.investarbank.com.
On your Dashboard, click the Quick Actions button at the bottom left corner of your account screen and select Request Card.
- Select the Type of virtual card that you would like to request:
- Single Use cards expire after one transaction.
- Fixed cards allow a set amount to be used until it is spent.
Recurring cards can be used multiple times without expiring.
Input the amount you wish to request on the virtual card.
Note: Admin users can add a card description for record-keeping. This field is not mandatory.
5. Click the Submit button.
6. Once submitted, a message will appear at the bottom of your screen confirming that your request has been successfully submitted. You will be notified once your card is ready.