Accessing the Depositor Portal
The NBID Depositor Portal is a flexible application that can be adapted to meet your bank's needs and use cases, and can be accessed a variety of ways. Some banks have their clients access the portal directly through the web (found here), while some prefer to integrate directly into their digital banking experience. Whatever your preferred path forward, NBID will work with you to deliver it.
Providing your clients with direct access to the Depositor Portal is the fastest and simplest way to getting your Insured Sweep Accounts up and running. During the account opening process, your client receives an invitation to open an account directly on the Depositor Portal. Once that invitation is accepted and the login credentials created, your client will have full access to view and transact within their account through the portal. Clients can access the portal anytime through their computer or mobile phone.

For institutions that prefer to integrate via Single Sign-On (SSO), NBID will work with you to provide direct and secure access to your clients through your existing digital banking experience. Once integrated, your clients can access the portal at any time by clicking on the Insured Sweep Account link in their existing banking application or website, providing seamless access to the Depositor Portal without the need for an additional log-in screen.
Updated 6 days ago