Change a depositor

The ModernFi program leads at partner financial institutions can make changes to depositor information on behalf of their EIA depositors directly through the Admin Portal.

To begin, navigate to the "Manage Program" section and select the depositors table. Click on any depositor row to open the edit modal. The form will display different fields depending on the depositor type:

• For individuals: You'll see First Name and Last Name fields
• For organizations: You'll see an Entity Name field

You may also update the Institution Depositor ID, which must be unique across all depositors at your institution. Once you've made your changes, click "Submit" to save the updated information.