Access Online
Access® Online App - Secure Account Management for Commercial Cardholders The Access® Online app provides commercial card customers with secure, convenient access to their accounts anytime, anywhere. Simply log in with your organization name, user ID, and password to manage your account with ease. Key Features: Account Summary: View the status of all your accounts, whether open or closed. Check your payment due dates, available credit, and credit limits at a glance. Transaction Management: Access up to 90 days of transaction history, including the last 99 transactions. Review detailed transaction lists, manage receipts, and dispute transactions directly through the app. Secure Access: Your privacy and security are our priority. The Access® Online app ensures your data is protected while offering full control over your account. Please note, this app is designed exclusively for commercial card customers and is not intended for consumer, small-business, or savings accounts. Download the Access® Online app today for secure and efficient account management on the go.
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Access® Online App User Guide 1. Getting Started Download and Install: Find the Access® Online app in your device’s app store and download it. Once installed, open the app to begin. Sign In: Enter your organization's short name, followed by your user ID and password. This will grant you secure access to your commercial card account. 2. Navigating the Dashboard Account Summary: After signing in, you'll land on the dashboard, where you can view an overview of all your accounts. Here, you’ll see: Account status (open or closed) Payment due dates Available credit Credit limit Account Balances: Review your current account balances to stay informed about your spending and remaining credit. 3. Managing Transactions Transaction History: Access your transaction history for the last 90 days. The app displays up to 99 recent transactions, showing details like post date and amount. View Payments and Purchases: Track all payments and purchases made within the selected period. Some transactions might not appear immediately, so check back if necessary. Manage Receipts: Attach, delete, or replace receipts for any transaction directly through the app. This feature helps with expense tracking and reporting. Dispute Transactions: For corporate card accounts, you can dispute any questionable transactions. Add comments to disputes for clarity and record-keeping. 4. Security Features Secure Login: Ensure your login credentials are secure. The app uses encryption and other security measures to protect your account data. Privacy Policy: Once you’ve entered your Organization Short Name, you can view the app’s privacy policy to understand how your data is protected. 5. Notifications and Alerts Payment Reminders: Set up alerts to remind you of upcoming payment due dates, helping you avoid late fees and maintain a healthy credit standing. Transaction Alerts: Receive notifications for any new transactions or disputes on your account, keeping you updated on all account activity. 6. Troubleshooting and Support Assistance: If you encounter any issues or need help with the app, contact customer support. U.S. Support: Call 877-887-9260 (Toll-free) or 701-461-2028. Canada Support: Call 877-332-7461 (Toll-free) or 416-306-3630. Carrier Charges: The app is free to download, but your mobile carrier may apply data usage charges. Check with your carrier for specific details. 7. Logging Out Sign Out: Always log out after using the app, especially on shared devices, to ensure your account remains secure. 8. Keeping the App Updated Update Regularly: Ensure you have the latest version of the app installed for optimal performance and access to new features.
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