Adding an account

When a member opens a new Extended Insurance Account at your credit union, ModernFi must be notified to create a record for this new account.

To add a single new sweep account, click on the Manage Program button and select “Add Single Account.” Enter the required account information and click “Submit”. A new Pending Request will be created in the requests table reflecting the submission. Once this request has been processed and approved by ModernFi, the deposit network account will be live.