Change a depositor

NBID program administrators at network banks can update depositor information for their ISA depositors directly through the Admin Portal.

To begin, navigate to the "Depositors" table in the Sweep Program and hover over the depositor in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the depositor in question. From this pop up, you can directly edit the following fields, which will vary based on depositor type:

• Institution Depositor ID
• First name
• Last name
• Entity name
• Depositor Type
• Ownership Category
• Depositor FI Exclusions (a list of financial institutions in the network where the depositor has requested their funds not be placed)
• Phone Number
• Address
• Notes

Note: Some field naming may vary based on integration type.

For all other changes, requests can be made by reaching out to your Regional Director.