Edna Valencia
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Articles
Recent activity by Edna Valencia-
Adjusting the Transaction Category [user]
Users can adjust a transaction's category or add users by opening the Transactions menu.Log in to https://app.cmlcard.investarbank.com.Click the Transactions tab on the left-hand side of the screen...
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Why was my card transaction declined? [user]
There could be various reasons for a declined card transaction, and below are some of them:exceeding your credit limita suspected fraudulent transactiona hold placed by the merchantunsupported tran...
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How to dispute a transaction [user]
Users can dispute a transaction on their Investar Bank Commercial Card.Log in to https://app.cmlcard.investarbank.com.Navigate to the Transactions page on the side menu.We have tabs for All, Pendin...
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How to add a memo and receipts to a transaction [user]
Users can filter the transactions with missing receipts and upload them directly from their dashboard.Log in to https://app.cmlcard.investarbank.com.Navigate to the Transactions page in the side me...
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How do I update my Investar Bank Commercial Card account password? [user]
Users can update their password online through their Investar Bank Commercial Card account.Log in to https://app.cmlcard.investarbank.com.On the side menu, click on your company name, then choose P...
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How do I update my Investar Bank Commercial Card account profile? [user]
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...
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How to delegate account access [user]
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...
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How do I use my Investar Bank Commercial Card with Apple Pay?
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,...
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Completing your Investar Bank Commercial Card account setup on mobile [user]
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...
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Can I use my Investar Bank Commercial Card with Apple Pay, Google Pay, or Samsung Pay?
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...