Request Account Changes

Clients can use the "Request Account Changes" feature in the Depositor Portal to submit administrative updates to their Insured Sweep Account, such as updated contact information, email addresses, phone numbers, or mailing details. To submit a request, the depositor clicks "Manage Accounts" at the top right of the portal, selects "Request Account Changes", chooses the account, and describes the requested change (up to 200 characters). The request is routed directly to your team.

Once submitted, depositors can track the request in the portal's Requests tab, which shows each request's type, when it was made, and its current status as your team processes it (e.g., Pending, Completed). Note that this feature is available to Full Access users only - Read-Only users can view their account but cannot submit requests. Ownership or legally sensitive changes cannot be requested through this feature and must be handled directly with the institution.