With Chelsea Groton’s Smart Card App for your business, you can manage your Business Visa® Debit Card and debit cards you’ve given to your employees, your way. Turn cards on or off, set spending limits, customize alerts, restrict cards to only allow certain types of purchases, and more.
Chelsea Groton Smart Card is supported by your device’s three most recent operating system versions. Tablet devices will display as a phone app. Limited merchant types may still get approved when using geolocation services.
CGB Smart Card is a mobile application that you can access from your CGB Mobile online banking app to manage Visa® Business Debit Cards assigned to your business accounts. CGB Smart Card allows you to:
Once you’ve set up CGB Smart Card, you’ll be able to access the Smart Card app directly from your CGB Mobile online banking app. Simply log in to your CGB Mobile app and click Cards to be connected directly to the CGB Smart Card app.
Yes! You will add each card into the CGB Smart Card app that you want to manage. Once added, you can enable unique controls and alerts per card by selecting the card you want to manage from the Card Details screen and selecting the appropriate function.
When you access CGB Smart Card, you can place a temporary block on the card by tapping Lock Card. All transactions, except for recurring payments, will be denied. If you find the card in a secure location, you may return to CGB Smart Card and tap Unlock Card to un-restrict the card.
Under Alerts & Controls, tap Manage Spending to set transaction thresholds. To do so:
You can control both merchant categories and transaction types.
To control specific merchant categories, tap Merchants from Manage Card Controls. You can restrict activity based on the following merchant categories:
Note, some merchant transaction types will always be allowed — i.e. contractors, landscaping services, veterinary services and more.
You can also control transaction types by tapping Transaction Types from Manage Card Controls to control the types of transactions available on your card:
Under Alerts & Controls and Controls, you can select from three location controls:
You can notify us of your travel plans directly from CGB Smart Card in real-time so you may use a card more easily while you travel.
Alerts are a helpful way to track debit card activity and alert you quickly to unauthorized or suspicious transactions. With CGB Smart Card, you can customize the alerts you’d like to receive for each card. Tap Alerts & Controls and then Alerts, to establish whether you want alerts for all transactions, customized alerts, or no alerts.
Custom alerts include: