This article outlines the steps for replacing your card via the Brex dashboard if you are an Admin or regular card user. Admins are also able to replace cards for regular users without contacting Brex Support.
Please note that replacing your existing card will terminate it.
Step 1: Navigate to the Your Cards tab on the left-hand menu bar of the Brex dashboard
If you are an Admin looking for one of your Regular user's cards, you will need to search for the user's name on the Users and cards tab on the left-hand menu bar
Step 2: Click the ">" next to the card in question, then click on "..." which will present you with four options: Lock, Terminate, Replace, and Rename
Step 3: After clicking on Replace, you will be given a summary of merchants that may be using that card for recurring charges so you can update the card on file for those merchants
Important note: Brex will not automatically transfer the reoccurring charges, you will need to migrate the spend.
Step 4: When replacing a physical card, you will be asked to provide a shipping address
Step 5: You will then be asked a reason from these 4 options provided: Lost, Damaged, Suspected fraud, or Other (The Other option will prompt you with a free flow form)
If you are replacing a virtual card, there are 3 options provided: Suspected fraud, No longer needed, Other
Step 6: The last step is a confirmation screen that will confirm the preferred shipping address (if physical card) or provide the new last 4 digits (if virtual card)
Important note: When replacing a virtual card, the new card credentials will immediately replace the existing virtual card on the dashboard. If you click into the virtual card, you should see a brand new card number, expiration date, and CVV.
The affected user will now receive an email confirmation. There is different copy for Brex replacing a card, an Admin replacing a card and a user replacing their own card.