Edna Valencia

Users can update their phone number, date of birth, and billing address through their Investar Bank Commercial Card account at any time.Log in to https://app.cmlcard.investarbank.com.On the side me...

Users can delegate access to their Investar Bank Commercial Card account to other users.Log in to https://app.cmlcard.investarbank.com.On the side menu, click on your company name, then choose Pers...

Option 1: If accessing via the Investar Bank Commercial Card mobile app (Recommended).Launch the Investar Bank Commercial Card mobile app on your iPhone and log in to your account.On the Dashboard,...

Open the Investar Bank Commercial Card mobile app and sign in using your registered email and password.First-time Sign-In: If you sign in for the first time after approval, you will see a "Congratu...

You can use your Investar Bank Commercial Card with Apple Pay, Google Pay, or Samsung Pay by adding the card to your Account or Wallet: Apple Pay If accessing via the Wallet app:1. Select the “+” s...

Upon logging in, users can easily view their role and the associated company next to their name on the dashboard.Here's more info on each user role:  AdminAdmins have full control over the system, ...

Users can easily view the most recent transactions in the My Transactions area of the Dashboard.Click the transaction to open the Transactions page.

Users can quickly view any pending tasks in the Task Manager area of the Dashboard.This includes any transactions that require attention, such as missing memos/receipts, awaiting submission, transa...

Once approved, you will receive an email directing you to log in to the platform via https://app.cmlcard.investarbank.com.Sign in using the email address and password you registered with.Upon loggi...

Taking proactive steps is crucial in the event of a lost or stolen credit card. You must promptly inform your account administrator to initiate the replacement card process.In addition, users can f...