Automated Account Creation

When a member opens a new Extended Insurance Account at your credit union, ModernFi must be informed so the account can be recorded within the deposit network. This process is automated through the Admin Portal. To add a new account, click the “Manage Program” button and select “Add Single Account” from the dropdown. Enter the required account details, including the account title, signer’s primary name, account type, account dividend rate, and upload the account agreement.

Once submitted, the account is automatically created on ModernFi’s side and will immediately appear in the Accounts tab.