User Guides

Dashboard

• Associating Users Guide
• How to check a user's role and account access [user]
• My Transactions Overview [user]
• My Cards Overview [user]
• Task Manager Overview [user]
• How to finalize my account setup and activate my new Choice Bank Axis Card?

Personal Settings

• Create and Submit Reimbursements, Add Bank Account
• How do I update my Choice Bank Axis account password? [user]
• How do I update my Choice Bank Axis account profile? [user]
• How to delegate account access [user]
• How To Add a Bank Account For Reimbursement [user]

Cards

• How to freeze or unfreeze an existing physical or virtual card [user]
• My Cards Overview [user]
• How to view card status and card limit [user]
• How to locate a card's billing address and zip code [user]
• How to view the card number [user]
• How to request a new virtual card [user]

See all 8 articles

Transactions

• How to dispute a transaction [user]
• Adjusting the transaction Category [user]
• How to add a memo and missing receipts to a transaction [user]
• Why was my card transaction declined? [user]

Mobile App for Users

• How to download the Choice Bank Axis Card mobile app [user]
• How do I use my Choice Bank Axis Card with Apple Pay?
• Completing your Choice Bank Axis Card account setup on mobile [user]
• Can I use my Choice Bank Axis Card with Apple Pay, Google Pay, or Samsung Pay?

Troubleshooting & FAQ

• Merchant PIN prompt