The depositor creation flow now includes an optional Account Officer field to track which relationship manager is responsible for each depositor relationship. This field appears in both the Add Depositor form and the Depositors table, enabling better client management and internal accountability. Reference the documentation for more information.

FI admins can now customize end-of-month account statements directly in the Admin Portal through Institution Settings. Customization options include statement title, disclosure paragraphs, NCUA regulatory mark display, contact and mailing information, account number masking, and closing paragraphs. Settings apply institution-wide to all future statements automatically. All institutions start with default settings that match their current statement format. Reference the documentation for more information.

FI admins can now create depositors directly in the Admin Portal as part of the account opening flow. After submitting account details, you'll be prompted to add depositor information including type, name, contact details, and address. You can optionally send the depositor a portal invitation to access their account. Both the account and depositor are created automatically without requiring ModernFi manual intervention. Reference the documentation for more information.

FI admins can now edit depositor information directly in the Admin Portal. In the "Sweep Program" section, click on any row in the depositors table to open an edit modal. Depending on the depositor type, you'll be able to update First Name and Last Name fields for individuals, or Entity Name for organizations. You can also modify the Institution Depositor ID, which must be unique across all depositors at your institution. Changes are saved immediately upon submission. Reference the documentation for more information.

Welcome to the Changelog for ModernFi Resource Center!