As an account administrator, you can order Custodia cards on behalf of users. This admin guide explains how to order virtual and physical cards, as well as how to suspend or permanently terminate a card.
Please Note: For Cal cards, please refer to the specific process for those programs.
How to Order a Card
Steps
Navigate to My Organization > Org Structure > Employees
Locate the employee you wish to order a card for.
Click the Card icon next to the employee’s name.
Choose the Card Type from the list
If ordering a physical card, confirm the Delivery Address
Click Order to issue the card
Card Types
You may choose from both physical and virtual card options based on the user’s needs.
Physical Cards
Custodia Visa Card
Custodia Visa Card [High Limit]
These are traditional cards that are physically shipped to the employee. The employee must activate the card through the Custodia app before use.
**Important Note**
Tenant administrators can order physical cards to US locations directly
For international (outside of US) card shipments, contact support@custodia.ai
Virtual Cards
Custodia Virtual Card
Custodia Virtual Card [High Limit]
Virtual cards are issued instantly after approval. They are commonly used for online purchases, subscriptions, and vendors that do not require a physical card
Virtual cards can also be added to supported mobile wallets and services, such as Uber, Food Delivery, or Apple Pay
How to Suspend a Card
Suspending a card is a temporary action. It is commonly used if a card is misplaced or if there is suspected misuse.
Steps
Navigate to Finance & Accounting > Cards
Search for the specific card you are looking for
Use the hover menu to select Lock Card as Admin
Confirm the action
While suspended, all transactions will be declined. The card can be reactivated at any time.
To reactivate - follow the same steps, but use the Activate Card icon to unlock
How to Terminate a Card
Terminating a card permanently closes it and cannot be reversed.
Steps
Navigate to Finance & Accounting > Cards
Search for the specific card you are looking for
Use the hover menu to select Terminate Card
Confirm the termination
Once terminated, the card can no longer be used. If access is needed again, a new card must be issued