Edit or Change an Account

ModernFi CUSO program administrators at network credit unions can update 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 pop up, you can directly edit the following fields:

• Account Title
• Signer Primary
• Signer Secondary
• Beneficiary Name
• Prioritize Reciprocation (for more information, see account-level reciprocation)
• Managed Sweep Target Balance
• Cost Center Code (searched and selected from your institution's Cost Center list, which can be managed at any time in the Cost Centers tab)
• Institution Alternative ID (a free-form field for your institution's own reference codes or identifiers)
• Custom Fields 1-4 (free-text optional fields for institution-specific metadata)
• Account Officer (search and select from your existing officers, or enter a new name)
• Receiving Printed Statements (checked if the member has opted in to paper monthly statements; unchecked for electronic delivery)
• Notes

You can also add or remove the existing members associated with the account directly from this window.

Note: Account Type is displayed in the edit window but is fixed when the account is created and cannot be changed. If an account type needs correcting, please contact your ModernFi team.

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