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[No QA] Update Expensify Card article with name and phone number details #84364

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Update Expensify Card article with name and phone number details
MelvinBot Mar 6, 2026
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Update docs/articles/new-expensify/expensify-card/Cardholder-Settings…
stephanieelliott Mar 6, 2026
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67 changes: 53 additions & 14 deletions docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md
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@@ -1,20 +1,50 @@
---
title: Using Your Expensify Card in New Expensify
description: Learn how to activate, use, and manage your physical and virtual Expensify Card, including Smart Limits, notifications, and troubleshooting.
keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined, eReceipts]
title: Update Your Expensify Card Details
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AI Readiness violation -- title does not reflect article scope: The new title "Update Your Expensify Card Details" suggests the article is only about updating card details, but this article covers much more: activation, Smart Limits, notifications, managing expenses, virtual cards, digital wallets, and troubleshooting. A title that is too narrow will cause AI systems and search to miss relevant content. Consider a title that captures the full scope, such as:

Suggested change
title: Update Your Expensify Card Details
title: Expensify Cardholder Settings and Features

Alternatively, if the intent is to narrow the article strictly to "updating details," the unrelated sections (Smart Limits, notifications, virtual cards, digital wallet, etc.) should be moved to separate articles.

description: Learn how to activate, use, and manage your physical and virtual Expensify Card, including updating your name and phone number, Smart Limits, notifications, and troubleshooting.
keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined, eReceipts, update name, update phone number, legal name, 3D Secure]
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internalScope: Audience is Expensify Cardholders. Covers activating, using, and managing physical and virtual Expensify Cards, updating cardholder name and phone number, Smart Limits, notifications, digital wallets, and troubleshooting. Does not cover admin-side card provisioning or policy-level card settings.
---

Once you receive your Expensify Visa® Commercial Card, you can activate it and start using it immediately. When you use your Expensify Card, expenses are automatically created, and SmartScanned receipts are matched to the corresponding transactions. For most purchases, excluding lodging, Expensify also generates IRS-compliant eReceipts. If your organization doesn't require itemized receipts, you can rely on eReceipts to meet documentation requirements.

---

# Activate your Expensify Card
# Activate Your Expensify Card

1. In the navigation tabs (on the left on web, and at the bottom on mobile), select **Account > Wallet > Expensify Card**.
2. Complete the task labeled **Activate your Expensify Card**.
3. Enter the last 4 digits of your physical card to activate it.

Once activated, your card is ready to use!
Once activated, your card is ready to use.

---

# How to Update the Name on Your Expensify Card
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Readability / Style consistency violation: The "How to" prefix is unnecessary filler. Other H1 headings in this same article use a direct imperative verb style ("Activate Your Expensify Card", "Enable Notifications", "Manage Your Card Expenses"). This heading should follow the same pattern for consistency and scannability.

Suggested change
# How to Update the Name on Your Expensify Card
# Update the Name on Your Expensify Card


The name embossed on your physical Expensify Card is pulled from the legal name in your profile. To update the name associated with your Expensify Card, update your legal name in your profile settings.
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Readability violation -- repetitive phrasing: This sentence repeats "legal name," "profile," and "update" in close succession, making it feel redundant. Consider tightening it:

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The name embossed on your physical Expensify Card is pulled from the legal name in your profile. To update the name associated with your Expensify Card, update your legal name in your profile settings.
The name on your physical Expensify Card comes from the legal name in your profile. To change it, update your legal name by following these steps:


1. Choose **Account** in the navigation tabs (on the left on web, on the bottom on mobile).
2. Select **Profile**.
3. Under **Private**, select **Legal name**.
4. Update your **Legal first name** and **Legal last name**.
5. Click **Save**.
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Expensify Style violation -- button label: Per Expensify style guidelines, the final action in a flow should use "Confirm" rather than "Save." If the UI button actually reads "Save," disregard this comment -- but please verify the button label matches what is shown in the app.

Suggested change
5. Click **Save**.
5. Click **Confirm**.


Your updated name will be associated with your Expensify Card. To receive a new physical card with the updated name, you will need to request a replacement card. See the FAQ below for details.
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Readability violation -- verbose language: "you will need to request a replacement card" uses unnecessary filler ("you will need to"). Simplify for directness:

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Your updated name will be associated with your Expensify Card. To receive a new physical card with the updated name, you will need to request a replacement card. See the FAQ below for details.
Your updated name will be associated with your Expensify Card. To get a new physical card with the updated name, request a replacement card. See the FAQ below for details.


---

# How to Update the Phone Number Linked to Your Expensify Card
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Readability / Style consistency violation: Same "How to" prefix issue as the previous heading. Use a direct imperative verb form to match the other headings in this article.

Suggested change
# How to Update the Phone Number Linked to Your Expensify Card
# Update the Phone Number Linked to Your Expensify Card


The phone number linked to your Expensify Card is used for 3D Secure (Verified by Visa) verification during certain online transactions. This number is pulled from the phone number in your profile.

1. Choose **Account** in the navigation tabs (on the left on web, on the bottom on mobile).
2. Select **Profile**.
3. Under **Private**, select **Phone number**.
4. Enter your updated phone number and click **Save**.
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Expensify Style violation -- button label: Same as the name update section -- "Save" should be "Confirm" at the end of a flow, unless the UI literally displays "Save." Please verify the actual button text.

Suggested change
4. Enter your updated phone number and click **Save**.
4. Enter your updated phone number and click **Confirm**.


After updating, your new phone number will be used for future 3D Secure SMS verification codes.

Learn more about [Expensify Card 3D Secure verification](/articles/new-expensify/expensify-card/Expensify-Card-3D-Secure-Verification).

---

Expand Down Expand Up @@ -49,7 +79,7 @@ Get real-time alerts for purchases and declines by enabling push notifications.
4. Toggle notifications **On**.
5. Customize your alert style based on your preferences.

See this guide for more information on [setting up Expensify Card notifications](https://help.expensify.com/articles/new-expensify/expensify-card/Expensify-Card-Notifications).
See this guide for more information on [setting up Expensify Card notifications](/articles/new-expensify/expensify-card/Expensify-Card-Notifications).

---

Expand All @@ -66,7 +96,7 @@ See this guide for more information on [setting up Expensify Card notifications]

Virtual cards are great for online and mobile purchases. They share the same Smart Limit as your physical card.

## Benefits of using a virtual card
## Benefits of Using a Virtual Card

A virtual card is a secure, flexible way to manage online spending:

Expand All @@ -75,11 +105,11 @@ A virtual card is a secure, flexible way to manage online spending:
- **Security**: Issue cards for one-time or recurring use, reducing the risk of fraud.
- **Spending insights**: Assign cards to teams or vendors to track recurring expenses

## View your virtual card details
## View Your Virtual Card Details

1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Account > Wallet**.
2. Click your Expensify Card.
3. Click **Reveal Details** to view the card number, expiration date, CVV, and billing address.
3. Click **Reveal details** to view the card number, expiration date, CVV, and billing address.

---

Expand All @@ -92,19 +122,29 @@ A virtual card is a secure, flexible way to manage online spending:
3. Select your Expensify Card.
4. Tap **Add to Apple Wallet** or **Add to Google Pay** and follow the prompts.

For more details on adding a card to Apple or Android Pay, see this [guide](https://help.expensify.com/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay).
Learn more about [adding your Expensify Card to Apple or Google Pay](/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay).

---

# FAQ

## What if I haven’t received my Expensify Card?
## How do I change the name embossed on my physical Expensify Card?

To change the name embossed on your card:

If your physical card hasn't arrived within a week, confirm your mailing address is correct and request a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#steps-to-request-the-expensify-card) for requesting a new Expensify Card.
1. Update your legal name in your profile by going to **Account > Profile > Private > Legal name**.
2. Then request a replacement card by going to **Account > Wallet**, selecting your physical card, and clicking **Report card lost or damaged**.
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Readability violation -- redundant "Then" in numbered step: Numbered steps already convey sequence, so starting with "Then" is unnecessary filler. Remove it for cleaner instructions:

Suggested change
2. Then request a replacement card by going to **Account > Wallet**, selecting your physical card, and clicking **Report card lost or damaged**.
2. Request a replacement card by going to **Account > Wallet**, selecting your physical card, and clicking **Report card lost or damaged**.

3. Follow the prompts to request a new card with your updated name.

Your old card will be deactivated when you request a replacement.

## What if I haven't received my Expensify Card?

If your physical card hasn't arrived within a week, confirm your mailing address is correct and request a new card.

## Why did my card get declined?

Common reasons for Expensify card declines include:
Common reasons for Expensify Card declines include:
- **Smart Limit exceeded**: Check your available limit under **Account > Wallet**.
- **Inactive or disabled card**: Contact your workspace admin to confirm the status of your card.
- **Incorrect details**: Double-check the CVC, ZIP code, and expiration date.
Expand All @@ -119,4 +159,3 @@ If your card is lost, stolen, or damaged:
3. Choose the reason for the card replacement.
4. Enter your updated address under **Please confirm the mailing address for your new card** and click **Save**.
5. Update your mailing address and click **Deactivate card** to complete the card replacement process.

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