Finding the bank account linked to your Pilot Fleet Card is essential for reconciling expenses, updating payment methods, or verifying that payroll deductions are correct. This guide walks you through the exact steps to locate that information directly in Pilot's online account management system, explains the surrounding terminology, and offers troubleshooting tips for common roadblocks.
- Understanding Pilot Fleet Card Account Management
- Prerequisites Before You Begin
- Step‑by‑Step: Locating Bank Account Info
- 1. Log Into the Pilot Portal
- 2. Access the "Account Settings" Section
- 3. Open the "Funding Sources" Tab
- 4. Reveal the Bank Details
- 5. Record or Export the Information
- What the Displayed Information Means
- Common Issues and How to Resolve Them
- Security Best Practices When Handling Bank Data
- Alternative Ways to Obtain the Same Information
- When to Update Your Bank Account Information
- Summary Checklist
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Understanding Pilot Fleet Card Account Management
Pilot offers a dedicated online portal where fleet managers can view transaction history, set spending limits, and manage payment sources. The portal integrates with the underlying banking relationships that fund the card, but the bank details are not displayed on the dashboard by default for security reasons.
Prerequisites Before You Begin
- Active Pilot Fleet Card account with administrator access.
- Username and password for the Pilot online portal.
- Two‑factor authentication (2FA) device if enabled.
- Recent web browser (Chrome, Edge, or Firefox) with cookies enabled.
Step‑by‑Step: Locating Bank Account Info
1. Log Into the Pilot Portal
Navigate to pilotfleetcard.com and click "Sign In." Enter your credentials and complete any 2FA prompt.
2. Access the "Account Settings" Section
Once logged in, locate the top‑right navigation menu. Click the profile icon, then select "Account Settings" from the dropdown.
3. Open the "Funding Sources" Tab
Within Account Settings, choose the "Funding Sources" tab. This area lists all payment methods that Pilot uses to settle card balances, including bank accounts, ACH tokens, and credit lines.
4. Reveal the Bank Details
For each listed source, Pilot masks the account number for security. Click the eye‑icon or "View Details" link next to the desired entry. You may be prompted to re‑enter your password or a 2FA code.
5. Record or Export the Information
After the details appear, you can copy the routing and account numbers or click "Download PDF" to export a statement that includes the bank information.
What the Displayed Information Means
The portal shows three key fields:
| Attribute | Verified Detail | Source Type |
|---|---|---|
| Bank Name | e.g., First National Bank | Bank record |
| Routing Number | 9‑digit ABA code | ACH source |
| Account Number | Last 4 digits visible by default | Masked for security |
Only the last four digits are shown until you actively reveal the full number, protecting against unauthorized viewing.
Common Issues and How to Resolve Them
- Missing Funding Sources tab: Your user role may lack permission. Contact your organization's Pilot admin to upgrade your role.
- Unable to view full account number: Ensure your browser allows pop‑ups and that you have completed the secondary authentication step.
- Bank details are outdated: Use the "Edit" button beside the entry to update routing or account numbers, then submit for Pilot approval.
Security Best Practices When Handling Bank Data
Because bank account numbers are sensitive, follow these guidelines:
- Never share full account numbers in unsecured email.
- Store exported PDFs in encrypted folders.
- Log out of the Pilot portal immediately after you finish.
- Enable role‑based access controls for all fleet managers.
Alternative Ways to Obtain the Same Information
If you cannot access the online portal, you have two fallback options:
When to Update Your Bank Account Information
Keeping the linked bank current avoids payment delays. Update the account in these situations:
- Switching to a new business checking account.
- Bank merges that change routing numbers.
- Detected fraudulent activity on the existing account.
After updating, Pilot typically requires 1‑2 business days to re‑authorize the new source.
Summary Checklist
- Log in to Pilot portal → Account Settings → Funding Sources.
- Click the eye‑icon to reveal full routing and account numbers.
- Copy or export the details securely.
- Verify role permissions if the tab is missing.
- Follow security best practices when storing the data.