FI admins can now create depositors directly in the Admin Portal as part of the account opening flow. After submitting account details, you'll be prompted to add depositor information including type, name, contact details, and address. You can optionally send the depositor a portal invitation to access their account. Both the account and depositor are created automatically without requiring ModernFi manual intervention. Reference the documentation for more information.

FI admins can now edit depositor information directly in the Admin Portal. In the "Sweep Program" section, click on any row in the depositors table to open an edit modal. Depending on the depositor type, you'll be able to update First Name and Last Name fields for individuals, or Entity Name for organizations. You can also modify the Institution Depositor ID, which must be unique across all depositors at your institution. Changes are saved immediately upon submission. Reference the documentation for more information.

Welcome to the Changelog for NBID Resource Center!