Issue cards
Create a cardholder and card.
You can use the Dashboard or the Create a card to issue your standard and custom bundles to cardholders. If we approve your design, any card you create is sent to the card printer for fulfillment. If your design is still under review, we send cards for fulfillment after we approve the design. This applies only when you add an additional logo to the card or text to the standard carriers. Otherwise, we send cards for fulfillment without additional review.
Create a cardholder
You can use the Dashboard or the Cardholders API to create a cardholder.
-
Visit the Cardholders tab in the Card Issuing Dashboard.
Click New in the upper right.
Select cardholder type: individual or company. The full set of valid characters for both cardholder name and business name are alphanumeric characters and
/ -&:().
. Thereâs a 24 character limit.' Add a billing address.
Consider adding additional optional information, such as a phone number and email address. This information is required for certain features like digital wallets.
Click Submit.
Individual type cardholder requirements
When you select the individual cardholder type, you must add the cardholderâs legal first and last name. Consider providing the date of birth, which may help reduce watchlist reviews.
If you issue cards to individuals for programs backed by Cross River Bank (this requirement does not apply to company type cardholders), you must record acceptance of the Cross River Bank Authorized User Terms before activating a card for that cardholder. See the Required Agreements for Issuing and Treasury for more information about which agreements you must present to account holders and cardholders.
Company type cardholder requirements
When you add a company name, ensure that it has a minimum of two words, for example: Stripe Inc.
Create a card
You can use the Dashboard or the Cards API to create a card.
Visit the Overview tab in the Issuing Dashboard.
Click New on the upper right.
Search for the cardholder previously created in Create a cardholder.
Select Physical for the type.
Search for the personalization design previously created in Create a design to select the desired physical bundle design for this cardholder.
If your physical bundle supports a second line on the card, you can enter one in the second line input to add the information. This is typically used for business names.
Add shipping information. For more details, see Ship cards.
Click Create a card.
Activate the card
In order for authorizations to be approved on a card, its status
must be set to active
. Note that past-due requirements block card activation.
Activate on creation
You can activate the card when creating it using the Dashboard or the API. In the Dashboard, when creating a card, click Activate card. Using the API, set status
to active
when using the create card endpoint.
Activate after creation
Alternatively, after creating an inactive card, you can activate it using the Dashboard or the API. To activate it using the Dashboard, select the card you want to activate, then click Activate card. To activate it using the API, use the update card endpoint to set its status
to active
.
Re-activate after blocking
In some cases, multiple incorrect PIN attempts on a transaction deactivates a card, preventing further authorizations. To reactivate the card, use the Dashboard or the update card API to set the cardâs status
to active
.