Re-Linking a Credit Card When Recovering Expenses

Follow

When using Get Card Transactions from your My Certify Wallet, you can re-establish your credit card link from within the Import Personal Card Transactions error page. This article shows you how to re-link your credit card when recovering expenses. 

Step 1: From the Import Personal Card Transactions page, choose Click here to re-establish a link to your credit card account. The Add Small Business Credit Card Wizard opens.

finicity_8.png

Step 2: From the Add Small Business Credit Card Wizard, notice the process begins with Step 2 and your Financial Institution is already selected.

finicity_9.png

Step 3: Enter your Banking User Id and Banking Password, then click Next.

finicity_10.png

Step 4: Click Finish to complete the credit card linking process.

finicity_11.png

The re-linked credit card displays on your My Accounts page as usual.

finicity_12.png

Expenses from this card now automatically import into your My Certify Wallet.

finicity_13.png

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Tait Anderson

    I follow these steps, but I continue to get the error message saying that I need to re-link.

  • Avatar
    Jennifer Richardson

    Hello Tait,

    We will follow up with you via email to provide you with additional information.

    -Certify Support

  • Avatar
    Paula Gerrits

    I too am following these steps and continues to tell me I need to link my card??

  • Avatar
    Mychal Ferrante

    Hello Paula,

    We are sorry to hear you are having difficulty linking your credit card. We will follow up with you via email to provide additional information.

    -Certify Support

  • Avatar
    Nickolas Sovinski

    We have a user who this happens to constantly. What is the cause of this error and how do we keep it from happening in the first place?

  • Avatar
    Mychal Ferrante

    Hello Nickolas,

    We are sorry to hear one of your users are having difficulty linking their credit card. We will follow up with you via email to provide more information!

    -Certify Support