Step 2: Assign Waves

Waves let you transition depositors in manageable batches instead of all at once. NBID takes the first pass at your wave plan, and you adjust it to fit your team’s capacity and relationships.

Review your wave plan
NBID automatically groups your accounts into waves by Tax ID, based on the makeup of your reciprocal book and current network limits. Then you can:

• Update a specific account in the table. Use the wave dropdown on any account to move it to a different wave.
• Export and re-upload your own assignments. Click Export Assignments, set the wave for each Tax ID, then click Upload Assignments. Valid rows apply immediately, and any problems are flagged for you to fix.

The Wave Assignments table is searchable. Your manual changes stick, and NBID’s suggestion never overwrites them.

Finish
When you’re done, check I confirm wave assignments are complete and click Confirm Assignments.
You work one wave at a time, and later waves can wait until earlier ones are funded.