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Institution Settings

The Settings section of the Admin Portal enables financial institutions to manage key administrative details and maintain up-to-date operational contacts. To access Settings, log into your Admin Portal and click "Settings" near the bottom of the left-hand menu. Within this section, you'll find tools to upload your institution's logo, customize your monthly depositor account statements, manage all portal users and wire contacts, subscribe to product changelog updates, and configure your Institution Cost Center and GL Code Mapping.

Institution Settings
At the top of the page, the Institution Settings panel displays your institution's high-level details - Name, Federal ID, and State - for quick reference. These fields are read-only; if changes need to be made to any of these details, please contact your NBID team.

Wire Contacts
Individuals at your institution responsible for handling money movement correspondence can be managed in the Wire Contacts tab of the User Management section, including which contacts receive daily wire transaction emails and monthly statement emails.

User Management
The User Management section gives institution admins a centralized place to manage all Admin Portal and Depositor Portal users, including inviting new users, managing pending invitations, and resetting passwords. For a full walkthrough, see Managing Users in the Admin Portal.

Institution Cost Center & GL Code Mapping
Banks can set an Institution Cost Center ID, which will be applied to institution-level GL entries - including one-way sourced deposits and accruals, as well as institution-level offset accounts. The GL Code Mapping panel lets your team map network activity to your institution's own general ledger account numbers. For more information on general ledger reporting, see General Ledger Entries.

Subscribe to Product Changelog Updates
Get the latest product updates from NBID directly in your inbox by subscribing to our changelog. In this panel, you can enter your email and click Subscribe. You can unsubscribe from product changelog updates by opening any changelog email you've received and clicking the 'Unsubscribe' button at the bottom of the message. This will direct you to an unsubscribe form where you'll need to enter your email address to complete the unsubscription process.



Updated 20 days ago

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Disclosures

A list identifying NBID / ModernFi network banks can be found here. 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. NBID is not a member of the Federal Deposit Insurance Corporation (FDIC) and is not a financial institution, nor does it offer financial institution deposits and its services are not guaranteed or insured by the FDIC.

Funds placed through NBID's deposit network are deposited at FDIC-insured banks. Each participating bank provides FDIC insurance coverage up to $250,000 per depositor. By spreading deposits across multiple banks in the network, customers may be eligible for aggregate FDIC insurance beyond the standard $250,000 limit provided by a single institution. Customers should monitor their total assets at each program bank to determine the extent of available FDIC insurance coverage.

FDIC insurance is subject to FDIC rules, including pass-through coverage requirements. For more information about FDIC insurance, visit www.FDIC.gov.

Deposits exceeding applicable FDIC coverage limits at any single institution are not insured by the FDIC.

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