Business Admin User Guide_Company Use

Admin User Guide

Close Account Request The Close Account online request allows you to request to close a commercial card account in real time. This prevents future authorizations and account reissue. IMPORTANT! ➔ This feature is not intended for lost or stolen accounts. For a lost or stolen account, contact the phone number provided by the institution.

To complete the Close Account online request, perform the following steps: 1. From the Online Requests screen, select Close Account Request .

2. The Request to Close Accounts page is displayed. Enter the cardholder’s name. One you enter the cardholder’s name, the Submit button will appear.

3. Select the Reason for closing the account, type a question or comments in the Memo field and click Submit .

Note: You can select a reason from the drop-down menu or you can type a reason in the Reason field. 4. The Request to Close Account r eview page displays. Review the information and click Confirm .

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