Client Materials

NBID provides your institution with a variety of customizable marketing and informational materials to help you communicate the benefits of the Insured Sweep Account to your clients. These resources are designed to make it easy for your team to educate and excite your clients about security provided through access to extended insurance.

Please note, these materials will ultimately be owned your institution and must go through a compliance review before distribution.

Insured Sweep Account Explainer Video: The Insured Sweep Account explainer video offers a quick, engaging overview of how Insured Sweep Accounts work, highlighting access to aggregate insurance* through partner banks and the simplicity of a single banking relationship. It’s perfect for sharing with clients in presentations and landing pages to clearly explain the value of the accounts.

Client Benefits One-Pager: This serves as a comprehensive introduction to the value that Insured Sweep Accounts bring to your clients. This piece explains the detailed benefits of the accounts, including:

1. Access to millions in aggregate insurance through partner institutions*
2. A single banking relationship for simplicity
3. Full control and transparency over funds
4. Community support by supporting community and regional banks

This one-pager is ideal for educating clients on how Insured Sweep Accounts enhance security and streamline account management.

*NBID and ModernFi are not FDIC-insured banks, and deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for “pass-through” FDIC deposit insurance coverage to apply.