Linking a company card to a service allows automatic and secure payments for recurring expenses such as internet services, software subscriptions, or other business-related costs. To do this, users must first have an active company card assigned within their OFX account. Once the card is set up, users can provide the card details directly to the service provider or enter them into the service’s payment portal. This ensures that payments are charged to the correct company card, helping manage budgets and track expenses efficiently.

Why is this page important?
Associating company cards with services simplifies payment management, reduces manual processing, and improves expense tracking for businesses.

Next Steps:

1. Log into your OFX account.

2. Navigate to 'Cards' on the left sidebar menu option.

3. Click on "Your cards" menu option.

4. Ensure you have an active company card issued in your OFX account. You can view the card details - Name, last four digits, expiry date.

Click on the relevant card to obtain the details.

5. Obtain the card details securely via the web app under the "Your cards" section. Click on "Details" button.

6. Conduct MFA.

7. The card details will be display - card number, expiry date - format MM/YY, 3 digit security code.

Note: below is a sample card details.

8. Provide these card details to the service provider or input them into the service’s online payment system.

Disclaimer: Customers are responsible for exercising due diligence when sharing their card details with third parties, including suppliers or during online transactions. Sharing card information is done at your own risk, and we recommend taking appropriate precautions to ensure your security.

9. Confirm with the service provider that the card has been successfully linked for future payments.

10. Monitor transactions regularly through your OFX account to verify charges and manage spending limits.