BOLD: Register a Card / Sync Card

Overview

Updated 05/11/2023

CHAPTERS

Register a Card
Account Type options
Sync a Card

Register a Card

CHANGE Black Card ™ & CHANGE Virtual Card ™ = 330 Prefix

CHANGE CoBrand = 353 Prefix

• Click here for information on Virtual and Black Cards in BOLD

1. Go to the Talent’s record
2. Click on the Tax Sub tab
   
   
    
3. Scroll down to the Accounting Information section
4. Click the Edit icon
   
   
    
5. Click the Add an Account button
   
   
6. Enter information in the appropriate fields
   Note: The fields listed will vary based on the Account Type selected.
   1. Account Type: Select the CHANGE card option
   2. Account Number: Enter the 3 digit prefix and 10 digit account ID
   3. Routing Number: This will default to the GreenDot Bank routing number.
   4. Funding Type: This will default to the GreenDot Bank funding.
7. There are 2 options for this; ; ACH and URGENT Payment options (automatic load or manual load)
   1. Amount Type: Select between Remaining Amount, Fixed Amount or Percent.
   2. Amount: This option is only available if the Amount Type = Fixed Amount or Percent.
      1. If Fixed Amount = enter a dollar amount
      2. If Percent = enter a percentage
         
         
          
8. Click on the Register button
   
   

Final steps for activating a card (after clicking ‘Activate Card’)

• Click here for more information on Activating a Card

Account Type options

rapid! PayCard

Field Name	Description
Account Type	rapid! PayCard
Account Number
Routing Number (9 Digits)
Funding Type
Amount Type
Percent

CHANGE Black Card

Field Name	Description
Account Type	CHANGE Black Card
Account Number	Use the prefix 330 for Black Card
Funding Type	ACH or CHANGE Urgent / Same Day
Amount Type
Percent

CHANGE Virtual Card

Field Name	Description
Account Type	CHANGE Virtual Card
Account Number	This will get autopopulated
Funding Type	ACH or CHANGE Urgent / Same Day
Amount Type

CHANGE CoBrand

Field Name	Description
Account Type	CHANGE Paycard
Account Number	Use the prefix 353 for CHANGE CoBrand
Routing Number (9 Digits)
Funding Type	ACH or CHANGE Urgent / Same Day
Amount Type

Savings Account

Field Name	Description
Account Type	Savings
Account Number	Enter the Account Number
Routing Number (9 Digits)	Enter the Routing Number
Bank Name	Enter the Bank Name
Bank Country	Select the country of the Bank
Amount Type
Percent

Sync a Card

Logic

There are 3 things that are required for the button to display

1. A card has just been registered and saved.
2. Account Type equals:
   1. CHANGE Black Card (new)
   2. CHANGE Virtual Card
   3. CHANGE Co Brand (was CHANGE Card)
   4. rapid! PayCard
3. CHANGE build claim is applied to the client build

Required fields

List of required Talent profile information:

• First Name
• Last Name
• Email
• Phone
• Date of Birth
• Social Security Number
• Street Address (No PO Box allowed)
• Suite - this is optional
• City
• State
• Zip Code
• Employee Status

Sync Card

After the card has been registered and saved (and meets the Logic listed above).

1. Click on the Sync my profile to my Pay Card button
   
   
    
2. The information will be updated with Cardholder's Bank (Paycard account).