Change an account

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

To begin, navigate to the “Manage Program” section and select “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.