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Setting Up Cardholders and Creating Cards in Moovs Financial Account: Your Comprehensive Guide
Setting Up Cardholders and Creating Cards in Moovs Financial Account: Your Comprehensive Guide

Step-by-step instructions on how to create your first virtual and physical cards

Amir Ghorbani avatar
Written by Amir Ghorbani
Updated over a week ago

Moovs Financial Account provides the flexibility to create and manage cardholders, as well as the creation of both physical and virtual cards. This comprehensive guide will take you through each step, from setting up individual or company cardholders, to activating them and finally creating your cards.

Creating Cardholders

Your journey begins with setting up cardholders, who can be individuals or companies.

Step 1: Log into your Moovs Financial Account Dashboard.

Step 2: Navigate to the 'Cardholders' section and select 'Create a Cardholder'.

Step 3: Choose the type of cardholder - 'Individual' or 'Company'.

Step 4: Fill in the necessary information, then click 'Save'.

You can set up multiple cardholders, providing flexibility and control in managing your financial transactions.

Activating Cardholders

Once you've set up cardholders, you need to activate them before they can use their cards.

Step 1: Return to the 'Cardholders' section.

Step 2: Find the cardholder you wish to activate and click on their name.

Step 3: Select 'Activate Cardholder'.

Step 4: Follow the on-screen instructions to complete the activation process.

Creating Your Virtual Card

Virtual Cards offer a secure and convenient method for online transactions. To create a Virtual Card:

Step 1: Navigate to the 'Cards' section and select 'Create a Virtual Card'.

Step 2: Select the activated cardholder for whom you wish to create the card.

Step 3: Follow the on-screen instructions. Once the process is complete, your Virtual Card details will be displayed, ready for use.

Ordering Your Physical Card

Physical Cards are necessary for in-person transactions and ATM withdrawals. To order a Physical Card:

Step 1: In the 'Cards' section, select 'Order Physical Card'.

Step 2: Choose the activated cardholder for whom you wish to order the card.

Step 3: Complete the required details, including your mailing address.

Step 4: Confirm your details and submit the request. Your Physical Card will be mailed to you.

Conclusion

With your cardholders set up and activated, and your Virtual and Physical Cards created, you're now fully equipped to manage your financial transactions. Remember, our support team is always ready to assist you in navigating these features for optimal financial management.

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