Re-Linking a Credit Card

Re-Linking a Credit Card

Occasionally, your small business credit card will become un-linked with Emburse Professional. This typically happens when you change your online banking username or password, or if you reset your online banking security questions/phrases. 

This article shows you, a Emburse Professional User, how to re-link your small business credit card.

  1. If Emburse Professional is unable to connect to your credit card, you will see a message on your home screen.

    Emburse Professional on Emburse Professional.

  2. Open the My Account page and click the refresh icon next to the card number.

    My Account with refresh selected.

  3. A confirmation box will appear, informing you that clicking Yes will bring you to FinicityConnect, our credit card aggregator, to complete the necessary steps to reconnect the card. Click Yes to continue.

    Yes with FinicityConnect selected.

  4. Select the card you would like to fix and click Fix Issues.

    Fix Issues on Emburse Professional.

  5. Enter your online banking username or password to reconnect the card.

    Enter your online banking username or password to reconnect the card.

  6. Finicity will connect to your online banking portal to confirm the card has been reconnected with the updated resume and password.

    Finicity.

    Upon successful reconnection, you'll be brought back to the My Account page, where the card will be returned to an active status.

    Finicity on Emburse Professional.

  7. Any missing transactions can be retrieved by opening your Emburse Professional Wallet and clicking Get Card Transactions.

    Emburse Professional Wallet with Get Card Transactions selected.

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