Change a Member

ModernFi CUSO program administrators at network credit unions can update member information for their Extended Insurance Account members directly through the Admin Portal.
To begin, navigate to the "Members" table in the Sweep Program and hover over the member in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the member in question. From this pop up, you can directly edit the following fields, which will vary based on member type:

• Institution Depositor ID
• First name
• Last name
• Entity name
• Member Type
• Ownership Category
• Member FI Exclusions (a list of financial institutions in the network where the member has requested their funds not be placed)
• Phone Number
• Address
• Notes

Note: Some field naming may vary based on integration type.

For all other changes, requests can be made by reaching out to your Regional Director.