Edit or Change an account

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

To make direct edits to an account, navigate to the "Accounts" table in the Sweep Program and hover over the account in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the account in question. From this pop up, you can directly edit the following fields:

Account Title
Signer Primary
Signer Secondary
Prioritize Reciprocation
Beneficiary Name
Managed Sweep Target Balance
Cost Center Code (searched and selected from your institution's Cost Center list, which can be managed at any time in the Cost Centers tab)
Institution Alternative ID (a free-form field for your institution's own reference codes or identifiers)
Notes

Note: Account Type is displayed in the edit window but is fixed when the account is created and cannot be changed. If an account type needs correcting, please contact your NBID team.

Pricing Groups can be edited in the Pricing Groups table, and Interest Rates can be edited by navigating to the "Manage Program" section and selecting "Set Account Interest Rates". For all other changes, requests can be made by navigating to the "Manage Program" section and selecting "Change Account".