Everything You Need to Know About CardValet at Persons Banking Company

Did you know you can organize and manage your mobile banking cards in one convenient app? CardValet gives you the control, convenience, and flexibility you’re looking for while also protecting your financial information.

Keep reading to learn about CardValet–including how it works and what it can do for you.

A closeup of a person's hand while they tap an app on their iPhone

What is CardValet?

CardValet is an app that offers security, control, and flexibility when it comes to storing your banking information on your mobile device.

The app is available within the Persons Banking Company mobile app and also available to download in the Google Play or Apple App stores.

Related: Online Banking: What You Should Know

Security

With CardValet, you can store your card information and choose to receive alerts based on transaction types, merchant types, locations, and spending limits. 

CardValet will also notify you of potential fraud on attempted or declined transactions. 

And you can even lock and unlock your cards. 

When a card is locked, purchases are declined. When you’re ready to use it again, simply unlock the card in the app.

CardValet is also an easy way to disable lost or stolen cards and help prevent fraudulent activity.

Control

CardValet is great for controlling and monitoring spending, too.

For example, your cards can be set to put gas in the car but restricted  for things like entertainment. 

And if you’re a small business owner trying to limit employee expenses, you can set the card to be used to pick up supplies for the office but not for personal purchases.

CardValet gives you the flexibility to carry more than one Persons Banking Company card.

You can add and remove cards to your account based on your current needs.

How CardValet Works

When you download the app from Google Play or Apple App Store, login and add cards by entering your card number or use your smart phone’s camera to capture your card’s details. 

If your card is eligible, you’ll be asked to add the CVV code (located on the back of the card), your street address, zip code, and the expiration date.

Finally, verify your identity with the last four digits of your social security number and agree to the terms and conditions and privacy policy. 

Once it’s accepted into the system, your new card is set up and ready to use. 

To remove a card from your account, just deselect it from the list of associated cards, then save.

To Sum It Up

CardValet is an app that  gives you security, control, and convenience at your fingertips. 

  • With CardValet, you can store your card information and choose to receive alerts based on transaction types, merchant types, locations, and spending limits. 
  • It’s great for controlling and monitoring spending, too.
  • For example, your cards can be set to put gas in the car but restricted  for things like entertainment.
  • CardValet offers flexibility; you can add and remove cards to your account based on your current needs.

You can download CardValet in the Google Play or Apple App Store or find in your Persons Banking Mobile App. 

To learn more about CardValet, check out this video in the Persons Banking Education Center.

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