Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll have requested a business debit card on one of your Covercy One business bank accounts, accepted the cardholder agreement that goes with it, and know where to check the card's daily activity once it's active.
Note
Issuing a business debit card is a GP task, and it applies to a business bank account you opened through Covercy One — the account is held with Thread Bank, and the card is issued by the bank. Bank accounts you connected from an outside bank or added manually can't carry a Covercy One card. If you haven't opened a business bank account yet, do that first.
Open the bank account
Go to the bank account you want the card on. You can reach it from the Banking section, or from the Banking tab of the holding that account belongs to — both routes open the same account page, with the same breadcrumb trail back to the holding, so it doesn't matter which way you came in.
Request the card
From the account, choose the option to create a business debit card. Covercy One hands the request to the bank and asks you to accept the cardholder agreement before the card can be created.
Accept the cardholder agreement
The business debit cardholder agreement from Thread Bank sets out how the card may be used, and you need to accept it before a card is issued. Read it, then confirm your acceptance to continue — the flow won't let you go ahead until you have. Covercy One records your acceptance against the card so there's a durable record of who agreed to what, and when.