Change a Depositor
ModernFi CUSO program administrators at network credit unions can make changes to depositor information for their Extended Insurance Account members directly through the Admin Portal.
To make direct edits to a depositor, navigate to the "Depositors" table in the Sweep Program and hover over the depositor in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the depositor in question. From this pop up, you can directly edit the following fields, which will vary based on depositor type:
- Institution Depositor ID
- First name
- Last name
- Entity name
- Account Officer
- Phone Numbers
- Depositor Type
- Ownership Category
- 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.
Updated 14 days ago