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How to manage cards using filters

1
Log in to dashboard.pexcard.com
2
Click the “Cards” tab
3
Click “Filters”
4
Select your desired parameters from the dropdown menus. Available filters include:
  • Cardholder name
  • Card number
  • Card ID
  • Group
  • Spend policy
  • Status
  • Has PIN?
  • Balance
  • Date issued
  • Expiration date
  • Date last used
5
Type relevant details in the blank fields for each filter (if applicable)
6
Click Add or the trash can icon to add or remove filters when applying multiple filters
  • Click on an existing filter badge to edit the filter
  • The “x” closes the filter edit window
  • Use the “Clear All” button to clear all filters and start over
7
After clicking “Add”, the list displayed is the filtered list
  • There is no limit to the number of filters you can apply to a list
To learn more about applying bulk actions to the card list, see below:

How to activate multiple cards

How to fund multiple PEX cards at the same time

How to remove funds from multiple cards

How to close multiple cards at once

How to assign cardholders to groups

Last modified on April 22, 2026