Managing your Shopify Balance cards

The Shopify Balance card is an easy way to manage the expenses of running your business. When you set up your Shopify Balance account, your virtual card is automatically activated.

Setting up a physical Shopify Balance card

When you create your Shopify Balance account, your virtual card is automatically activated. If you want a physical card, you can request one from Shopify.

Request a physical Shopify Balance card

You can request a physical card for your Shopify Balance account.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Order a physical card.

  3. Optional: Customize your Balance card by adding your business name.

  1. Enter or confirm your shipping information, and then click Order card.

After you order your physical card, you can access your card's delivery status and estimated delivery date by going to Finances > Balance > Manage cards and then clicking on the physical card.

For security reasons, you might receive a prompt to authenticate your account again.

Activate a physical Shopify Balance card

After you have received your Shopify Balance card in the mail, you need to activate it before you can use it. To begin the process, you can scan the QR code on your package or go to your Shopify admin.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Manage cards or Manage account.

  3. Click Shopify Balance Card.

  4. Click Activate card.

  5. Enter the last four digits of your Shopify Balance card, and then click Next.

  6. Enter a four-digit Personal Identification Number (PIN) for your Shopify Balance card, and then click Next.

  7. Enter your PIN again, and then click Confirm.

  8. Enter the confirmation code sent to you by text message, and then click Activate. If you do not receive a text message with your code, then click Resend code.

Managing a Shopify Balance card

You can manage your virtual and physical cards from your Shopify Balance account page.

View card information

You can view your virtual and physical card information.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Manage cards or Manage account.

  3. Under Card management, click the card you want to view.

  4. To display the entire card number, click Show card numbers.

For security reasons, you might receive a prompt to authenticate your account again.

You can link your virtual or physical Shopify Balance card to your mobile wallet so you can make payments directly from your phone. To link a card, you will need your account and routing numbers. These can be found on the Account Details page. Refer to Apple Wallet or Google Pay for the appropriate steps.

Replace your Shopify Balance card

Ordering a replacement card will cancel your current Shopify Balance card. Your new Shopify Balance card ships within eight business days and is sent through standard shipping.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. In the Card management section, click your Shopify Balance card.

  3. Click Replace card.

  4. Select a reason for cancelling and replacing your Shopify Balance card, and then click Next.

  5. Review your shipping address to make sure it's correct, and click Confirm and replace card. If you need to update your address, then click Edit, edit your address, and then click Confirm and replace card.

For security reasons, you might receive a prompt to authenticate your account again.

Reset your Shopify Balance card PIN

You can reset your card's PIN.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. Click Account numbers.

  3. Click View account details, and then click the card you want to reset.

  4. Click Reset PIN, enter a four digit PIN, and then click Next.

  5. Re-enter your PIN, and then click Confirm.

  6. Enter the confirmation code sent to you by text message, and then click Reset PIN.

Lock your Shopify Balance card

If your Shopify Balance card is lost or stolen, then you need to lock it so that no one else can use it.

Steps:

  1. From your Shopify admin, go to Finances > Balance.

  2. In the Card management section, click your Shopify Balance card, and then click Lock card.

  3. Click Lock card again to confirm you want to lock your card.

For security reasons, you might receive a prompt to authenticate your account again.

You can unlock your Shopify Balance card by clicking Unlock card, and then clicking Unlock card again on the Shopify Balance card page in your Shopify admin.

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