How to Sign Up
Signing up for Cast & Crew PCard+ is easy -- just click the “Sign Up Now” link on www.castandcrewcard.com to get started. We’ll just ask you to provide us a few details about you and your business in order to sign up.
Signing up will only take a few minutes provided we obtain accurate information about you and your business! In the off-chance that you do run into any difficulties during the application process, let us know and we’ll be more than happy to walk you through the process to ensure that it’s smooth sailing with Cast & Crew PCard+. You can contact us by giving us a call at (855) 547-2893 or an email to firstname.lastname@example.org.
Funding Your Account
Once your application has been approved, you can link a bank account to your Cast & Crew PCard+ account. By linking a bank account, you can also set up Automatic Transfers in your account via Cast & Crew PCard+ Transfer.
To link a bank account, select either Instant Account Verification or Deposit Verification.
If you select Instant Account Verification, you'll enter your online banking credentials to complete the verification process. Cast & Crew PCard+ supports most major banking institutions. If your bank is not available, you will need to use the Deposit Verification method.
If you select Deposit Verification, enter your bank's routing number and account number to link the account. 2 small deposits will be deposited into the linked bank account to verify that the account number you’ve entered is valid and associated with a bank account you can access.
Once you see the two small deposits in the transaction history of the bank account connected to your Cast & Crew PCard+ account, input the two deposit amounts into the fields in the “Verify Account” section on the Manage Funds page. If the two amounts you enter match the verification deposit amounts, your bank account will be successfully verified and from there, you can initiate a Cast & Crew PCard+ Transfer.
Adding & Creating Cards
Once you’ve initiated your first deposit, the next step is creating Cast & Crew cards for your various employees, staff, and/or projects. On the Manage Cards page, you have a few options-- you can:
- Order cards for employees/staff
- Order utility cards for general purpose, teams, or projects
Utility cards were designed to be used for a special need or a specific category or group of transactions, making it easy to later organize and reconcile expenses. For example, you can create a utility card called "Gas Card," which you’d use whenever you fill up at the gas pump. Transactions made on the "Gas Card" will automatically be organized on your Dashboard.
If there are employees that need to make purchases on behalf of the business, Cast & Crew PCard+ is the perfect tool. Cast & Crew PCard+ eliminates the need for employees to submit expense reports and saves businesses time & money by cutting out the often tedious process of trying to chase down receipts and issue reimbursements.
Order an employee Cast & Crew card for each of your employees-- you can proactively configure spend controls for each card, giving yourself peace of mind, and an easy way to track business spend. For each Cast & Crew PCard+ employee card you order, you’ll be prompted to fill out details about the intended cardholder. A few fields are required for a card to be issued to a specific individual; the basic pieces of information we’ll ask for about the card holder are:
Date of birth
Email address* (optional)
* Email address is required if you wish to grant your employees access to Cast & Crew PCard+ Mobile App.
Cast & Crew cards are printed and delivered to your business address within 7-10 business days. Once you receive the Cast & Crew cards in the mail, the card may be activated by the cardholder by calling (855) 547-2893 or by the primary account holder by visiting www.castandcrewcard.com. Each cardholder will need to provide personal information in order for their identity to be verified.
Lastly, you can add administrators to the Cast & Crew PCard+account. Admins will not be issued a Cast & Crew PCard+ card, but they are granted the ability to create their own Cast & Crew PCard+ login to view and manage the Cast & Crew PCard+ account. This option is fitting for someone that helps you manage your business operations and expenses, like an accountant or bookkeeper. Please note that an admin has the same ability as the primary account holder to deposit funds, create cards, and make changes to the Cast & Crew PCard+ account to help manage your business and your Cast & Crew PCard+account.