If you manage Visa® Prepaid Cards for more than one beneficiary — for example, as an organizational Authorized Legal Representative (ALR) supporting many beneficiaries — you'll see the All Clients page when you first sign in to your dashboard. From this one page, you can open any Card you manage and pull reports across all of them.
In this article, you'll learn how to find your way around the All Clients page.
If you manage one Card, you won't see the All Clients page. Instead, you'll land on that cardholder's Transactions tab as soon as you sign in.
Before you begin
- Sign in with your email and password. Each plan has its own sign-in page; you can find the link for your plan in ABLE Visa® Card - How to Log In Online.
- New organizational ALR? If your organization is just getting set up, start with Getting Started with ABLE Cards as an Organizational Authorized Legal Representative (Entity ALR).
What you can do from the All Clients page
Open a cardholder's Card
On the Clients tab, click the View button in a cardholder's row to open that cardholder's page. You can also click the available balance shown in that cardholder's row to go straight to their Card. From there, you can review transactions, manage Spending Settings and Alerts, and open the Account and Reports tabs for that Card.
Find a closed Card
If you need reports for a cardholder whose Card has since been closed, uncheck the Hide Closed Cards box. Once it's unchecked, you can find the cardholder by searching their name.
Order a Card for another beneficiary
You can order additional Beneficiary Cards directly from your dashboard — a good option when you're adding one or two beneficiaries at a time. If you're ordering Cards for several beneficiaries at once, or would like an Organizational ALR Card, please use the bulk order process described in Ordering Multiple Beneficiary Cards, or contact our Customer Support team, and we'll take care of the setup for you.
Download reports for all your Cards
On the Reports tab, you can generate reports that cover every Card you manage:
- Card status report – an overview of all the Cards you manage, including balance, funding information, and details of the latest transaction.
- All client statements by month – a zip file with a PDF of each cardholder's monthly statement, so you can download every statement for a month at once.
- Transaction report for all cards – all completed transactions for all cardholders in one report, including purchases, transfers, and fees charged to the Card.
For step-by-step instructions, see Download Reports.
Please be aware
- Adding money to a Card happens in Vestwell. Cards are funded by a withdrawal you start in the Vestwell platform, not from the All Clients page. If you manage multiple Cards, make sure you choose the correct Card when you start the withdrawal. See Transferring Funds to the Card.
- What you can change depends on your access level. Users with full access can use every feature. Users with read-only access can view reports and statements but can't change alerts, Spending Settings, Card orders, or funding. To add a user to your account, see Add an Additional User.
From here, you may want to:
- Download Reports
- When do monthly statements become available?
- Customize Alerts – set alerts for each Card you manage.
Have questions? We're here to help! Please don't hesitate to contact our Customer Support team if there's anything we can do to assist you.