Re-Linking a Credit Card When Recovering Expenses

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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.

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

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

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

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

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

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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