Purpose
This article provides the steps for a user to add a card in the My Cards section of the mobile app.
Audience
This article applies to all mobile app users.
Add a card
To add a card, select the plus icon. This opens up a window with two options: Synced Credit Card and Payment Method.
Add a synced credit card
When you select "Synced Credit Card," a workflow opens (shown in Figure 1) to use Plaid to add a synced credit card. Plaid is a secure service that verifies your bank account information. The platform supports any cards that Plaid has access to, including business cards and consumer credit cards.
Figure 1. Plaid workflow window
Follow the workflow’s steps to:
add your phone number,
select your financial institution and log in to your bank with your regular username and password, and
select the specific account you want to connect with Plaid.
When you complete the workflow, it automatically redirects you back to the My Cards page.
Add a payment method
When you select “Payment Method” a Card Information screen appears. Complete the fields and select “Save”.
Remove a card
If you need to remove a card, take the following steps:
Select “My Account” from the navigation menu.
Select “View Account” > “Payment Method”. This brings up a list of all payment methods you have added to your account.
Select “Edit” for the card or payment method you would like to remove/delete. This opens an Edit Card page with that card’s information.
Select the trashcan icon to delete the card. This brings up a “Remove Credit Card?” screen.
Select “Remove”.
Need help?
For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Publish date: October 19, 2023
Last update: March 14, 2026