User Guides

Dashboard

• How to check a user's role and account access [user]
• My Transactions Overview [user]
• Task Manager Overview [user]
• How to finalize my account setup and activate my new Investar Bank Commercial Card?

Personal Settings

• How To Add a Bank Account For Reimbursement [user]
• How do I update my Investar Bank Commercial Card account password? [user]
• How do I update my Investar Bank Commercial Card account profile? [user]
• How to delegate account access [user]

Cards

• What should I do if my Investar Bank Commercial Card is lost or stolen?
• How to view card status and card limit [user]
• What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [user]
• How to locate a card's billing address and zip code [user]
• How to view the card number [user]
• How to request a new virtual card [user]

See all 9 articles

Transactions

• Adjusting the Transaction Category [user]
• Why was my card transaction declined? [user]
• How to dispute a transaction [user]
• How to add a memo and receipts to a transaction [user]

Mobile App for Users

• How to download the Investar Bank Commercial Card mobile app [user]
• How do I use my Investar Bank Commercial Card with Apple Pay?
• Completing your Investar Bank Commercial Card account setup on mobile [user]
• Can I use my Investar Bank Commercial Card with Apple Pay, Google Pay, or Samsung Pay?

Troubleshooting & FAQ

• Merchant PIN prompt