Vanessa
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Articles
Recent activity by Vanessa-
How to manually sync transactions in the account [admin]
1. In the Investar Bank Commercial Card Dashboard, click the Transactions tab in the sidebar. 2. Click either one of the tabs (Pending & Cleared, Declined, and Refunded) to see the transactions. 3...
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How to make a payment manually
Admin users have the option to make payments manually for each billing cycle. 1. Log on to https://app.cmlcard.investarbank.com2. On the Dashboard, click Make Payment found on the right side of the...
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How to view monthly billing statements
Admin users have access to the monthly billing statements. 1. Log on to https://app.cmlcard.investarbank.com2. Navigate to the Statements page found on the side menu. 3. Click the Download button t...
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How do I update my Investar Bank Commercial Card account password? [admin]
Admin users can update their password online through their Investar Bank Commercial Card account. 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your company name, t...
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How do I update my Investar Bank Commercial Card account profile? [admin]
Admin users can update their phone number, date of birth and billing address through their Investar Bank Commercial Card account at any time. 1. Log on to https://app.cmlcard.investarbank.com2. On ...
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How to delegate account access [admin]
Admin users have the option to delegate access to their Investar Bank Commercial Card account to other users. 1. Log on to https://app.cmlcard.investarbank.com2. On the side menu, click on your com...
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How to update your email address, birthdate, and other personal information using the mobile app
Users can update their personal information on file by following these steps:1. Open the Investar Bank Commercial Card mobile app and tap ☰ from the upper left.2. From the side menu, tap your user ...
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How to freeze an existing physical card using the Investar Bank Commercial Card mobile app [admin]
Losing or misplacing your physical card can be stressful, but our Investar Bank Commercial Card mobile app provides a simple and secure way to freeze or replace your card.To Freeze a card:1. Open t...
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Completing your Investar Bank Commercial Card account setup on mobile
1. Open the Investar Bank Commercial Card mobile app and sign in using your registered email and password.2. To sign in, Verify the security code first sent to your email and click Submit.3. First-...
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How to delete a department
Admin users have the ability to delete a department from their Investar Bank Commercial Card account online. Note: All users must be removed or reassigned from the department before the department ...