Change or close an account

To change or close a sweep account, click on the Manage Program button and select “Change or Close Account.”

From the Account ID dropdown menu, select the account you would like to change or close.

Provide a written description of the action you would like to be taken, and click “Submit.” A new Pending Request will be created in the requests table reflecting the submission.

In case of account closure, ModernFi will automatically withdraw the member’s funds from the network and return the balance to your institution.