1. Click on the Ellipsis (three dots) next to the account you would like to create a card for and select Treasury Cards.
2. Next, click Add Cardholder.
3. Click Choose Member.
- Select the member who will use the Treasury card from the list.
- Next, click Choose Card Type
- Select either a Physical or Virtual card from the pop up window. The member will get notified via email prompting them to login and input cardholder information to accept the new card. Once complete a card will either be mailed or emailed to them.
- Click the Daily link to edit the card spending limit.
- Enter the desired Spending Limit (between $0 and $9,999) and Interval for which the spending limit will apply. Click Done.
Once the card settings have been updated, review/agree to the terms of service and click Next.
Review your card settings and click Submit. The new card will now appear in the Treasury Cards section.