CHANGE Talent Portal (Detailed)

Overview

Updated 05/11/2023

CHAPTERS

Home Page & Logging in
CHANGE Card tab
Rewards Tab
Disbursements
 

Home Page & Logging in

Talent Portal (mychangecard.com)

Click here for information on resetting your password

Quick help options

Click here for more information on Contacting Us

Changing the Language

1. Click on the Language drop down menu
   
   
    
2. Select the desired language
   
   

English version
Spanish version

Selecting CHANGE Card ® (if multiple cards)

1. Click on the CHANGE Card drop down menu
   
   
    
2. Click on the appropriate CHANGE Card
   
   

Profile

1. Click on your Profile image
   
   
    
2. Click on Profile
   
   
    
3. There are 3 different sections: User Details, Card Accounts, and Opt In / Out.
   
   

User Details

Card Accounts

Note: We recommend providing a Nickname to easier identify your cards.

Opt In / Out

• Click here to go to the Rewards Opt In section

CHANGE Card tab

The CHANGE Card tab contains the following submenus.

Account Sub tab

This is the default view and will display 3 different widgets: My CHANGE Card, Self Service, and Alert Settings.  Under Account you’ll have the ability to view your account balance, perform self service options and set alerts.

My CHANGE Card

Here you’ll see the balance on your CHANGE Card as well as the status.
You’ll be able to open a CHANGE Savings Account and/or see your balance.

• Click here for more information on opening a Savings Account

Activate a Card

Click here for more information on activating a Card

There will be an Activate Card button for any new cards: Instant Issue, Personalized, and Virtual Cards.

1. Click on the Activate Card button
   
   
    
2. Enter the details from the new card
   
   

Need example of completing the activation.

Upgrade a Card (Personalized Card)

Click here for more information on upgrading to a Personalized Card

Upgrading your current Instant Issue Card will allow you to receive a Personalized one (with your Name) in 7 - 10 days.

1. Click on the Upgrade button
   
   
    
2. Click on the Yes, Upgrade! button
   
   

Need example of completing the upgrade (if any).

Self Service

Click here for more information on Self Service options

Here you can perform the following services.

Direct Deposit Information

View your CHANGE Card banking information as well as downloading your CHANGE Card direct deposit form.
 

Click on the Download Direct Deposit Form button

Example of Direct Deposit Form

Replace Card

Click here for more information on replacing a card

This will allow you to request a new CHANGE Card if your current CHANGE Card was either lost, stolen or damaged with an agency provided card or request a new personalized CHANGE Card.

The previous card will be closed and the Talent will be returned to the main Account menu. The balance from the prior card will be automatically transferred to the new card. 

Replace with Personalized Card

The Talent also has the option to request a replacement personalized card that will be mailed to their home address. When selecting “Personalized” card, the Talent will be warned that it may take 7-10 business days to receive their replacement card. The prior card will be closed immediately so it is important that the Talent know that they will be without an active card for those 7-10 days.

1. Select a Reason: Lost, Stolen, or Damaged / Other Reason 
   
   
    
2. Select a Replace With option:
   1. Personalized Card 
3. Click on the Confirm button
   
   
    
4. Once you receive the Personalized Card, then it will need to be activated.

Replace with Agency Provided Card

1. Select a Reason: Lost, Stolen, or Damaged / Other Reason 
   
   
    
2. Select a Replace With option:
   1. Agency Provided Card
3. Click on the Confirm button
   
   
    
4. Enter the information from the new Instant Issue Card.
   
   
    
5. Click on the Submit button
   
   
    
6. Activate the card by clicking on the Activate Card button
   
   
    
7. Enter the details from the new Instant Issue Card
   
   
    
8. Click on the Submit button

missing next steps / confirmation message

 

You can then request a Personalized Card by clicking the Upgrade button.

Manage PIN

This will allow you to manage/change your PIN on your CHANGE Card.
 

1. Enter information in the following fields
   1. Enter Card CVV: Enter the 3 digit CVV
   2. Create New PIN: Enter at least 4 digits
   3. Confirm PIN: Confirm by re-entering your new PIN
      
      
       
   4. Click on the Submit button
      
      

Contact Us

Provides you all the different ways you can contact Customer Support.
 

Alert Settings

Click here for more information on Notifications

Allows employee to set notifications for an alter of CHANGE card activity, and how the employee wishes to be alerted, either at the employee email or by mobile text. The employee turns the toggle either off or on effecting the acceptance or rejection of alert notices. If all are off, no alerts will be received.

• Click here for more information on notifications

Balance is Below
This alert notifies you when your CHANGE Card account goes below the amount indicated.

Deposit Alert
This alert notifies you every time you receive funds to your CHANGE Card.

Point of Sale Pre-Authorization Alert
This alert notifies you every time your CHANGE Card is used at point of sale.

Purchase Decline Alert
This alert notifies you every time your CHANGE Card was declined during a purchase.

Card Not Present Alert
This alert notifies you every time a purchase is made without your CHANGE Card be present.

Outside U.S. Transaction Alert
This alert notifies you every time a purchase is made on your CHANGE Card outside the U.S.

Open a Savings Account

Click here for more information on Savings Accounts

If you previously had a Savings Account, and closed it, it will take 60 days before you can open a new one.

Note: If this option isn't available, please contact your Staffing Agency.

1. Click on the Open Account button
   
   
    
2. Enter information and agree to the terms.
   1. Funding Amount: The amount you want to add to the new Savings Account
   2. Terms and Conditions: Accept this in order to proceed
      1. https://mychangecard.com/savings-acct-terms/
3. Click on the Enroll button
   
   

Example of Savings Account with a balance

Savings Account Sub tab

After clicking the “Savings Account” submenu, you can see balance and transactions, make transfers to and from your CHANGE card and Close your Savings Account if you wish. Clicking on “Savings Terms and Conditions” will open a new tab displaying the Green Dot Bank Savings Terms document

Savings Account

Under Savings Account you’ll have the ability to view your savings account balance, perform transfers and the ability to close out your savings account.

• Savings Account = Will display the Savings Account Quarterly statements
• Savings Account tab will only display if Talent has an Savings Account
• Statements should become available once the quarter is done and the statement is available from rapid!
• If Talent closes Saving Account, the Savings Account statement tab still needs to be available for the Talent to view statements

Savings Activity

Click here for more information on Statements & Activity

Here you can view your savings account balance and the most recent transactions.

1. Click on the CHANGE Card Tab
2. Click on the Savings Account Sub tab
3. Go to the Savings Activity section
   
   

Here you can view your savings account balance and the most recent transactions.

 

Transfers

The Talent can transfer funds between their CHANGE Card and their Savings Account.

Here you can make one time money transfers to and from your savings account as well as schedule automatic transfers to your savings account.

1. Click on the CHANGE Card Tab
2. Click on the Savings Account Sub tab
3. Go to the Transfers section
   
   
   
   

Transfer Funds

Click here for more information on Transfers

1. Enter information into the following fields
   1. From: Choose an active CHANGE Card or Savings Account
   2. Transfer amount to: Choose a different active CHANGE Card or Savings Account 
   3. Amount: Enter an amount ($5 minimum)
      
      
       
   4. Click on the Transfer button
      
      
       
   5. Click on the Make Transfer button
      
      
       
   6. This message will appear at the bottom of the screen.
      
      

Automatic Transfer

Set up recurring transfers based on a percent of any received value load (DD or cash) or a specific dollar amount on the 1st or 15th day of each month. Multiple transfer options may be set up (assuming sufficient funds are available).

1. Enter information into the following fields
   1. Each Card Load: This automatically transfers every time there is a deposit on the card.
      1. There are 2 additional options (Amount or Percent)
   2. 1st day of the month: This automatically transfers on the 1st day of the month
   3. 15th day of the month: This automatically transfers on the 15th day of the month.
      Note: These are all separate fields and only need information in them if you want to use that automatic transfer.
      
      
       
2.  Click on the Update button
   Note: In this example, $10 will be transferred every time there is a deposit.
   
   
   1. This message will appear at the bottom of the screen.
      
      

Close Savings Account

When the savings account is closed any funds remaining in the savings account will be automatically transferred to the card balance. You will not be allowed to open another savings account for 60 calendar days.

Note: You will not be able to open a new Savings Account for 60 days.

1. Select the appropriate checkboxes
   1. Confirm Account Closing: This is required to be checked
   2. Confirm Print of Last Statement: This is required to be checked
      Note: The date of April 10, 2023 is 60 days from today and will automatically update to 60 days from today.
      
      
       
   3. Click on the Close Account button
      
      
       
   4. Click on the Confirm button
      
      
       
   5. Click on the OK button
      
      

After closing a Savings account the user will be returned to the main accounts page and the reopen counter will display. Initially showing 60 days counting down until an account can be opened again.

Example of 35 days remaining to open a new Savings Account

Activity Sub tab

Click here for more information on Statements & Activity

This will display all your CHANGE Card transactions as well as detail about the transaction including the transaction date, the description of the transaction, the amount of the transaction, if any fees were applied and the balance on your CHANGE Card.

1. While on the CHANGE Card Tab, click on Activity
   
   
    
2. Click on any of the options to expand the details.
   
   

Transactions

Expanding the Transaction will display some additional information.

Statements Sub tab

Click here for more information on Statements & Activity

This will display all your monthly CHANGE Card as well as your Savings Account quarterly statements. It allows you to view or download each statement for the current year or prior years.

1. While on the CHANGE Card Tab, click on Statements
   
   
   
   
    
2. Choose between the CHANGE Card or Savings Account

Savings Account

Note: Savings Account statements are generated quarterly.

View Statement

CHANGE Card Statement example	Saving Account Statement example

1. Click on the Eye icon
2. The Statement will open in a new tab.
   
   

Download Statement

1. Click on the Download icon
2. The Statement should download to your Downloads Folder.
   
   

Example of Savings Quarterly Statement

Example of Rewards Offer being redeemed (Cash Back)

Transfers Sub tab

Click here for more information on Transfers

This will allow you to setup/manage payees and be able to transfer funds to those payees from your CHANGE Card.

1. While on the CHANGE Card Tab, click on Transfers
   
   
    

Add Payee

1. Click on the Add Payee button
   
   
    
2. Select an option from the drop down menu
   1. Checking or Savings
   2. CHANGE Card
      
      
       

   3. Enter information into the following fields:

      Checking or Savings			CHANGE Card
      Payee Account Name	Enter a Name		Cardholder Last Name	The Last name of the Cardholder
      Payee Nickname	Enter a Name (usually the Name)		Payee Nickname	Enter a Name (usually the Name)
      Bank Account Number	Enter the Bank Account Number		Card Number	Enter the 16 digit Card Number
      Routing Number	Enter the 9 digit Routing Number

   4. Click on the Add Payee button
      
      
       

Example of new Payee

Display / Hide Account Number

	Click to hide the Account Number
	Click to display the Account Number

Transferring Funds to Payee

Click here for more information on Bill Pay

Once a Payee has been added, then you can quickly pay them.

1. Click on the Money icon
   
   
    
2. Enter an amount into the Amount field
   
   
    
3. Click on the Next button
   
   
    
4. Click on the Make Transfer button
   
   

Delete Transfer Payee

1. Click on the Trash icon
   
   
    
2. Click on the Delete Payee button
   
   

Bill Pay Sub tab

Click here for more information on Bill Pay

This will allow you to setup/manage payees and be able to pay bills with your CHANGE Card. It will also give you details about each payment including the payment date, the status of the payment, the fee amount and the amount of the payment made.

1. While on the CHANGE Card Tab, click on Bill Pay
   
   
   
   

When first visiting BIll Pay, you'll see the following message

Add Payee

1. Click on the Add Payee button
   
   
    

1. Enter information into the following fields:
   1. Search Payee By Name: Type in the name of a Company
   2. Category: Select from a list of numerous options
   3. Zip Code: This may help narrow results for local Companies.
      
      
       
   4. Click the Search button
      
      
      
      Example of results to click on

Add Payee (Manual)

You can also create a new Payee if you aren't able to find it.

1. Click on the Add Payee Manually link
   
   
    
2. Enter information into the following fields:
   1. Payee Name: 
   2. Name: 
   3. Account Number: 
      1. Checkbox: I Don't have an account number for this payee
         Note: This will hide the Account Number field.
   4. Address Line 1: 
   5. Address Line 2: 
   6. City: 
   7. State: 
   8. Zip Code: 
   9. Country: Select the country from the drop down menu
      
      
       
   10. Click on Add Payee button
       
       

Paying a Bill Payee

1. Click on the Money icon next to the Company
   
   
    
2. Enter an Amount into the Amount field
   
   
    
3. Click on the Next button
   
   
    
4. Click on the Make Payment button
   
   
   1. This message will appear at the bottom of the screen
      
      

Delete a Bill Payee

1. Click on the Trash icon
   
   
    
2. Click on the Delete Payee button
   
   

Notice the Payee is no longer listed

Manage Money Sub tab

This will display links where you can either find a location to load funds to your CHANGE Card, find an ATM where you can withdraw funds from your CHANGE Card or download an app where you can deposit a physical check.

1. While on the CHANGE Card Tab, click on Manage Money
   
   
   
   
    

Third-Party Warning (for external websites)

Once you click on a link that brings you outside of the CHANGE card website, you'll see this message.

Green Dot (the Register)

• Click here for the link to the Green Dot Locations

Ingo Money

• Click here for the link to the Ingo Money website
  
   
  • iOS App Store (Apple)
    • Click here for the link to the Ingo Money App

•  
  • Google Play Store
    • Click here for the link to the Ingo Money App
•  

Allpoint Money Pass

• Click here for the link to the Allpoint Network website

Rewards Tab

Click here for more information on Rewards

The Rewards tab contains the following submenus: Available, Active, and Redeemed.
 

1. Click on the Rewards Tab
   
   
   
   

Rewards Opt In

The first time this tab is clicked the Talent will be asked to opt-in to receive rewards.

• Click here to go to the Profile section and Rewards Opt In option

Clicking Yes, Opt In will open the Rewards home page.

Clicking Close will close the Opt-In pop-up and return to the CHANGE Card Account Tab.

Available Sub tab

When the Talent first opts in to rewards there may not be any reward options available. Reward options are curated from the types of spending activity that the Talent is performing on their CHANGE card. It may take 30 days or more to determine which rewards types are relevant for the Talent. The more transaction types the Talent performs on their card, the more rewards will be offered.

When first opening the rewards page the Talent will be presented with a tiled display of available rewards. Clicking on a Reward tile will open a detailed description of the reward terms.

• Here you’ll see rewards that are available to you. This is based off your CHANGE Card spending.

Activate a Reward

While on the Available sub tab, click on the Activate button for the Company.

 

Click on the OK button

Here you can view which rewards you have activated.

Active Sub tab

The “Active” submenu will display all the currently active rewards that the Talent may redeem. It will also display the remaining days before the reward expires. Clicking on the reward tile will display the details of the chosen reward.

Here you can view which rewards you have activated.

Redeemed Sub tab

The Redeemed Rewards submenu will show the Talent the rewards that have been redeemed through their purchase activity as well as the amount of reward that was credited back to their card balance. Redeemed rewards are cumulative so if the Talent makes several transactions at the same merchant, those rewards will accumulate up to the maximum allowable amount. Redeemed rewards are credited to the CHANGE card account on the 3rd day of the month following the reward expiration date.

Here you view which rewards you have already redeemed.

Example of Rewards earned:

CHANGE Disbursements ™

Click here for more information on setting defaults for Disbursements

Click here for more information on adding a Debit Card

Click here for more information on adding a Walmart location

If you have a CHANGE card, that card will already be available to select as a default.

• Click here for more information about Back Office rapid! Disbursements

The Disbursement tab contains the following submenus:

Accounts sub tab

This Page allows the Talent to view existing disbursement selections, change default payout destinations and add/delete disbursement accounts. The page will list any active CHANGE cards that the Talent presently holds automatically.

Add a Debit Card

Click here for more information on adding a Debit Card

Ensure you are on the Disbursements Tab.

1. Click on the + Add Debit Card option

   CHANGE Card holder	Non CHANGE Card holder

2. Enter information into the following fields
   1. Card Number: Enter your 16 digit card number
   2. Expiration Month: Enter the Expiration month
   3. Expiration Year: Enter the Expiration year
      
      
       
3. Click on the Next button
   
   
    
4. Enter information into the following fields
   1. Street Address: 
   2. Apt/Suite/Other: 
   3. City: 
   4. State: 
   5. Zip Code:
5. Click the checkbox for: I have read and agree to the Terms & Conditions
   
   
   1. Example of the Terms & Conditions, if the link is clicked, which opens in a new tab.
   2. Click the X button to close the window
      
      
       
6. Click on the Add Debit Card button
   
   

Example of Debit Cards added

CHANGE Card holder	Non CHANGE Card holder

Add Walmart location

Click here for more information on adding a Walmart location

Ensure you are on the Disbursements Tab.

1. Click on the + Add location pickup option

   CHANGE Card holder	Non CHANGE Card holder

2. Enter information into the following fields
   Note: You are not able to change the Identification Type once submitted.
   1. Identification Type: Select one of the following options
      1. Drivers License
      2. State ID
      3. US Passport
      4. Mexican Matricula Consular ID
      5. Military Identification
      6. Tribal ID
   2. Issued By: Select the State/Territory the identification was issued
   3. Identification Number: 
   4. Expiration Month: 
   5. Expiration Year: 
3. Click the checkbox for: I have read and agree to the Terms & Conditions.
   
   
   1. Example of the Terms & Conditions, if the link is clicked, which opens in a new tab.
   2. Click the X button to close the window
      
      
       

4. Click on Add Location button
   
   
   
   Example of Walmart locations added

   CHANGE Card holder	Non CHANGE Card holder

Details for Identifications at Walmart Locations

If Drivers License is selected, the following fields will be displayed

• Issued By = dropdown with all states
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

If State ID is selected, the following fields will be displayed

• Issued By = dropdown with all states
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

If US Passport is selected, the following fields will be displayed

• Issued By = hard coded saying United States
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

If Mexican Matricula Consular ID is selected, the following fields will be displayed

• Issued By = dropdown with all states
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

If Military Identification is selected, the following fields will be displayed

• Issued By = dropdown with all states
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

If Tribal ID is selected, the following fields will be displayed

• Issued By = dropdown with all states
• Identification Number
• Expiration month = dropdown month selector
• Expiration year = dropdown year selector

Terms and Conditions

• Terms & Conditions check box needs to be clicked that makes the 'Add Location' button clickable. (mandatory)
  • https://mychangecard.com/disbursement-terms-general/

Add Location

• All fields are mandatory fields and Terms and Conditions check box needs to be checked to be able to click on the Add Location button.

Pickup cash at Walmart

Once you've added the Walmart location and selected the identification type, you'll receive a Claim Code.

The Claim Code will be emailed to you but also available in the Disbursements Tab and Activity sub tab.

Display the barcode at the Walmart location (or the email you received).

Setting Default payout

Click here for more information on setting defaults for Disbursements

Setting a default payout allows payments to go directly to your preferred option.

1. Ensure you are on the Disbursements tab
2. If you click on one of the radio buttons, a message will appear
   Note: The message will vary based on the option selected.
   
   
   
    
3. Click on the Confirm button

Deleting a payout

Note: The message will vary based on the option selected.

Activity sub tab

Here you can view the CHANGE Urgent Pay payments you have received.