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Onboarding Guide for Brex Card Admins

Welcome to Brex, and congratulations on getting your corporate card!


The following guide will walk you through instructions that will ensure you are getting maximum value from your Brex account.

Step 1: Get started with your virtual card


Upon activating your account and logging in for the first time, you will automatically be issued a Brex virtual card. You can begin using this card right away by navigating to the Your Cards tab and selecting the virtual one. Simply click on the card details to copy the information. 

If you use Apple Pay, Google Pay, or Samsung Pay, remember to add it to your wallet! 

Step 2: Activate your physical card


You should also have been given the opportunity to opt-in for a physical Brex MasterCard. Your card can be shipped anywhere within the United States, and will arrive in 5-7 business days. To learn more about how you can activate it once it arrives, click here.

Step 3: Create departments and locations


Before you start inviting new users to join your Brex account, head over to the Team tab to create departments and locations (if applicable). 

Step 4: Invite new users


You’re all set to navigate to the Users and cards tab, where you will be able to invite your team members to join Brex - it takes about 10 seconds per new user! Click on the top right corner to get started; you will have the opportunity to assign each user to a department, location, role type, as well as a monthly spending limit. 

Upon accepting their invitation via email, your team members will gain access to the dashboard, a virtual card, and a physical card (if desired). 

Step 5: Integrate your accounting software


Brex integrates directly with QuickBooks Online, Xero, Expensify, and NetSuite to enable automatic reconciliation (which may save your finance team many hours per month).

Please find integration setup and management instructions here:


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To learn more about other important features available to you on the Brex dashboard, please read below:

Credit Limit: 


Your credit limit is the total amount your entire team — across all of your cards — can spend during a given 30-day statement period. You can see what your company’s credit limit is by navigating to the Company transactions tab and looking at the top left-hand side. Please read the articles below for more information on your credit limit: 



Dashboard Permissions: 


Brex account Admins have full permissions, and are able to:

Brex Rewards: 


Brex Rewards is the most valuable card rewards program on the market and is specifically tailored for growing companies.

As a company that uses Brex as their primary corporate card, you will qualify for Brex Exclusive, where your team earns points with every transaction. To view the different rewards multipliers, click here. 

Your points can then be redeemed for statement credit, travel benefits, or miles. To learn more about points redemptions, please read What can Brex points be used for?

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For additional questions please contact Brex Support and we will be happy to help.

Customer Support:


Hours: 5am-12am PST weekdays and holidays, 5am - 10pm PST on weekends
Phone number: (833) 228-2044
Email: support@brex.com

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©2021 Brex Inc. “Brex” and the Brex logo are registered trademarks.

The Brex Mastercard® Corporate Credit Card is issued by Emigrant Bank, Member FDIC. Terms and conditions apply. See the Brex Platform Agreement for details.

Brex Inc. provides a corporate card. Brex Treasury LLC is an affiliated SEC-registered broker-dealer and member of FINRA and SIPC that provides Brex Cash, a program that allows customers to sweep uninvested cash balances into certain money market mutual funds or FDIC-insured program bank accounts. Investing in securities products involves risk, including possible loss of principal. Neither Brex Inc. nor any of its affiliates is a bank. Please see brex.com/cash for important legal disclosures.

Terms subject to change. Brex Inc. provides a corporate card. The Brex Mastercard® Corporate Credit Card is issued by Emigrant Bank, Member FDIC.

Brex Treasury LLC is an affiliated SEC-registered broker-dealer and member of FINRA and SIPC that provides Brex Cash, a program that allows customers to elect to sweep uninvested cash balances into certain money market mutual funds or FDIC-insured bank accounts at program banks. Investing in securities products involves risk, including possible loss of principal. Brex Treasury is not a bank and your Brex Cash account is not a bank account. Please see brex.com/cashfor important legal disclosures. Past performance is not necessarily indicative of future results.

You could lose money by investing in a money market mutual fund. Although the fund seeks to preserve the value of your investment at $1 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The fund’s sponsor has no legal obligation to provide financial support to the fund and you should not expect that the sponsor will provide financial support to the fund at any time. Although the fund’s board has no current intention to impose a fee upon the sale of shares or temporarily suspend redemptions if the fund’s liquidity falls below certain levels, the board reserves the ability to do so after providing at least 60 days’ prior written notice to shareholders.

These money market mutual funds are suitable for investors who are seeking as high a level of current income as is consistent with preserving capital and maintaining liquidity.

Uninvested Balances in your Brex Cash Account will initially be aggregated with Uninvested Balances from other Brex Treasury customers and deposited in a single account at Radius Bank (the “Clearing Bank”), an FDIC-insured federal savings bank. Within two business days funds are transferred to a disbursement account at a Brex Treasury Third-Party Service Provider (the “Settlement Account”), and then swept automatically into omnibus deposit accounts established by Brex Treasury in its name on behalf of Brex Treasury customers at designated “Program Banks”. Only the first $250,000 in aggregate deposits at the Clearing Bank will be subject to FDIC coverage. FDIC coverage does not apply to deposits while at the Clearing Bank or any account at an intermediary depositary institution. Deposits that are in the Settlement Account while in the process of being swept to or from a Program Bank will be subject to FDIC coverage of up to $250,000 per Customer (aggregated together with other deposits, if any, of the Customer at the bank holding the Settlement Account).

Brex Treasury is not an investment adviser, and therefore investors should consider the investment objectives, risks, and charges and expenses carefully before investing. Brex Treasury LLC does not charge transaction or account fees. However, money market funds bear expenses and fees. See program disclosures and the applicable fund prospectus for details and other information on the fund. Contact us for a copy of the fund prospectus and recent performance data. You should read the prospectus carefully before investing.

Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.

Brex Cash is not available to all investors. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or to open a brokerage account in any jurisdiction where Brex Treasury LLC is not registered.