Using the Admin Portal

The ModernFi Admin Portal is a web-based application that serves as the primary tool your team will use to manage its deposit network program. The portal allows you and your team 24/7 access to view network accounts and balances, with simple features to add new accounts, submit transaction requests, and set program rates.

The Admin Portal provides your team with full oversight and visibility into your ModernFi deposit network program. Any action your team needs to take to manage the program can be completed through the Admin Portal, and all data generated by the program is available through the portal. Think of the Admin Portal as your credit union's one-stop-shop for all things ModernFi.

To support onboarding and ease of use, the accompanying video offers a visual walkthrough of both the Sweep and Receive program views. In the Sweep Program, you can navigate through modules such as Accounts, Transactions, Wire Transfers, Placement of Funds, Depositors, Requests, and Closed Accounts. In the Receive Program, you can view your institution’s Current and Target Balances, toggle Reciprocate Fully on or off, and access details for Source of Funds and Wire Transfers.