Using the Admin Portal

The NBID 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 NBID 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, including statements and reports in the Documents section. Think of the Admin Portal as your bank's one-stop-shop for all things NBID.

In the Sweep Program, you can navigate through tabs including Accounts, Transactions, Pricing Groups, Wire Transfers, Placement of Funds, Depositors, Requests, Closed Accounts, Cost Centers, and Custom Indices, and use the Manage Program menu to add accounts, submit transaction requests, and set account interest rates. In the Receive Program, you can view your institution's Total Balance, Target Balance, and Network Rate, manage your Target Balance - including a Dynamic Target Balance that moves with your sweep activity, reciprocating exactly or with a custom spread - and access details for Source of Funds and Wire Transfers. Institution settings, user management, and statement customization are available in the Settings section of the sidebar.

To access your NBID Admin Portal, open a web browser and navigate to portal.nbid.com. Enter your login credentials - email and password - on the sign-in screen and complete multi-factor authentication when prompted. If your institution signs in with single sign-on (SSO), you will be directed to your identity provider to authenticate. Once authenticated, you'll have full access to your institution's NBID deposit network program.