Edit or Change an Account

ModernFi CUSO program administrators at network credit unions can make changes to account information for 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 edit view, you can directly modify the below fields:

• Account Title
• Signer Primary
• Signer Secondary
• Prioritize Reciprocation (for more information, see here)
• Beneficiary Name
• Managed Sweep Target Balance
• Institution Cost Center ID
• Notes

Pricing Groups can be edited in the Pricing Groups table, and Interest Rates can be edited by navigating to the “Manage Program” section and selecting “Set Account Interest Rates”. For all other changes, requests can be made by navigating to the “Manage Program” section and selecting “Change Account.”