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 (for more information, see here)
Beneficiary Name
Managed Sweep Target Balance
Account Type
Institution Cost Center ID
Notes

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”.