Edit or change an account

ModernFi CUSO program administrators at network credit unions can make changes to account information on behalf of their Extended Insurance Account members through the Admin Portal.

To make direct edits to an account, navigate to the “Accounts” table in the Sweep Program and hover over the account in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the account in question. From this pop out, you can directly edit the Account’s title and its reciprocal prioritization (for more information on the Prioritize for Reciprocation functionality, see here).

For all other changes, requests can be made by navigating to the “Manage Program” section and selecting “Change Account.” From the Account Title dropdown menu, choose the account you wish to update. Then, provide a written description outlining the specific change you’d like to request—such as updating associated member information, changing their contact phone number/email, or modifying account beneficiaries – and click “Submit.”

A new Pending Request will appear in the Requests table to confirm submission. Once submitted, the ModernFi team will review and process the requested changes. The status of the request will be tracked in the table, and institutions will receive confirmation once the update is complete. A record of the change will be maintained in the platform for transparency and compliance.