How to Order Your Keep Physical Card

Ordering your Keep physical card is simple and straightforward, providing your team with a tangible payment option for business needs. You can set spending limits, monitor expenses, and freeze each card you issue.

This guide will walk you through the steps and requirements to successfully order a new physical card.

Before You Get Started

Before you can order a physical card, ensure the following prerequisites are met:

You have admin or card management permissions.
You have the address to which the card needs to be shipped.
You have assigned roles and permissions to the intended cardholder.

How to Order a Physical Card

Log In to Your Account and Go to the Cards Section
This section contains all your current cards and options for managing them.
Click on "Create a Card"
Click the Create a Card button in the top right. If you're on a mobile device, look for the "+" icon at the top right of your screen.
Select Physical Card
You will be prompted to choose the type of card you want to create. Select Physical Card. If you need to order a virtual card instead, refer to the virtual card help center article.
Assign a Cardholder
Select the intended cardholder for the physical card.
Assign a Nickname
Provide a nickname for easy identification. This is especially helpful if you manage multiple cards and need to distinguish between them quickly.
Set the Spending Limit
Specify the spending limit for the card. You can set the amount and choose the frequency (daily, weekly, or monthly) to ensure the cardholder adheres to budget constraints.
Enter the Shipping Address
Enter the shipping address for the physical card. You can input the address manually or select your business address by clicking on the provided option.
Complete the Process and Click "Create"
Once you click Create, the new card will be issued and sent to the designated address.
View the New Card
Once created, the new card will appear in the Cards menu, where you can view its details, manage settings, or make adjustments as needed.

Check out this quick tutorial on how to issue your Physical Keep Card or create one for your team!

Tip: Check out our guide on How to Add Your Keep Card to Your Digital Wallet to get the most out of your virtual card.

Troubleshooting and Common Issues

I can't find the "Create a Card" option.

Make sure you have the necessary permissions. Only admins or users with card management rights can create new cards. If you're still unable to see the option, contact support.

The card was not delivered to the specified address.

Double-check the shipping address provided. If there’s an error or delay, please contact customer support for assistance.

Frequently Asked Questions

Can I order multiple physical cards at once?

No, physical cards need to be ordered individually for each cardholder.

Can I update the spending limit or permissions after the card is created?

Yes, you can modify spending limits and permissions at any time from the Cards menu.

How long does it take for a physical card to arrive?

Physical cards typically arrive within 5-7 business days after the order is placed.

Need more support?

For more help, visit our support page or contact us at support@trykeep.com.