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Scheduled card funding is available to selected customers. Please contact your client success manager or PEX admin support if you are interested in enabling this feature for your account. The PEX system lets administrators automatically add funds to card balances on a recurring schedule. The system “tops up” a card to a specified Target balance at the chosen Frequency, for example, adjusting a card balance to $5,000 on the 1st of every month. Available frequencies:
  • Daily
  • A specific day of the week (Monday through Sunday)
  • 1st of the month
You may also be interested in the PEX Funding Scheduler app, which provides more flexibility in your schedules.
Tip:You can also use Auto Card Funding (available under the Spend Rules tab on a card’s detail page) to ensure a cardholder always has access to funds when they need them, rather than on a fixed schedule. Learn more.
Note:The standard maximum allowed balance on a single PEX card is $50,000. There is no required minimum balance on a card. (If a card is not being actively used, we recommend setting the balance to $0 in order to reduce the possibility of fraud.)
The Request Funding feature will not override the set amount for Scheduled Card Funding. The administrator should disable this setting and either use the Funding Scheduler app to add funds or manually fund the card at that time. The Scheduled Card Funding form has the following fields:

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Frequency

Select how often the card should be funded. Options include Daily, a specific day of the week (Monday–Sunday), or the 1st of the month.

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Target balance

Enter the balance you want the card to reach after each scheduled funding event. The system calculates the difference between the card’s current balance and the target balance, then funds that difference. For example, if the Target balance is set to $5,000 and the card’s current balance is $3,200, the system will fund $1,800 to bring the balance up to $5,000.

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Maximum funding amount (optional)

This field is available under “More options” and lets you cap the amount that can be transferred to the card in a single scheduled funding event. When set, the system will fund whichever is less: the amount needed to reach the Target balance, or the Maximum funding amount. Leave this field empty for no limit — the card will always be topped up to the full Target balance.

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How to schedule card funding

Administrators can easily schedule regular funding of card balances:
1
Log in to the dashboard as an admin
2
Click “Cards” tab in the left navigation
3
Locate and click on the cardholder’s name
4
Click the “Scheduled card funding” tab on the card detail page
5
Select the desired schedule from the Frequency dropdown (e.g., “1st of the month”)
6
Enter the desired amount in the Target balance field. This is the balance the card will be topped up to on each scheduled funding date
7
(Optional) Click “More options” to reveal the Maximum funding amount field. Enter a value to cap the amount funded per event, or leave it empty for no limit
8
Review the summary text displayed below the form to confirm your settings (for example: I would like this card balance to equal $5,000.00 every 1st of the month. Each funding should not exceed $2,000.00)
9
Click the “Set” button (or “Update” if modifying an existing schedule)
10
Click “Update” in the confirmation dialog to confirm. The dialog will display the full details including any maximum funding cap.

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How to stop scheduled card funding

Administrators can easily stop scheduled card funding:
1
Log in to the Dashboard as an Administrator
2
Click “Cards” option in the left navigation
3
Locate and click on the cardholder’s name
4
Click “Scheduled Card Funding”
5
Click “Remove”
6
Click the “Remove” button in the confirmation dialogue box
Last modified on April 22, 2026