Institution Settings

The Settings section of the Admin Portal enables credit unions to manage key administrative details and maintain up-to-date operational contacts. To access Settings, log into your Admin Portal and click "Settings" near the bottom of the left-hand menu. Within this section, you'll find tools to upload your institution's logo, customize your monthly member account statements, manage all portal users and wire contacts, and subscribe to product changelog updates.

Institution Settings
At the top of the page, the Institution Settings panel displays your institution's high-level details - Name, Federal ID, State, and LID Status - for quick reference. These fields are read-only; if changes need to be made to any of these details, please contact your ModernFi CUSO team.

Institution Logo
Admins can upload a logo that will be displayed on both the End-of-Month (EOM) account statements and in your members' Member Portal. To do so, click the "Upload" button beneath the logo preview in the Institution Settings panel. In the upload window, drag and drop your logo file or click "Choose file". Logo files must be a .png, .jpg, or .jpeg no larger than 1MB. For best results, we recommend using a transparent, wordmark-style logo. This ensures the logo displays cleanly across all branded surfaces and aligns well with the portal's styling.

Custom Statement Settings
The Custom Settings for Monthly Member Account Statement panel lets your team tailor the statements your members receive each month. You can set a custom Statement Title, choose whether to include the NCUA logo, add a Disclosures Paragraph and Statement Closing Paragraph, enter a Contact and Return Mailing Address, and choose whether account numbers are masked (displaying only the last 4 digits). After saving your changes, use the Preview button to generate a sample statement and confirm everything appears as expected.

Wire Contacts
Individuals at your institution responsible for handling money movement correspondence can be managed in the Wire Contacts tab of the User Management section, including which contacts receive daily wire transaction emails and monthly statement emails.

User Management
The User Management section gives institution admins a centralized place to manage all Admin Portal and Member Portal users, including inviting new users, managing pending invitations, and resetting passwords. For a full walkthrough, see Managing Users in the Admin Portal.

Subscribe to Product Changelog Updates
Get the latest product updates from ModernFi directly in your inbox by subscribing to our changelog. In this panel, you can enter your email and click Subscribe. You can unsubscribe from product changelog updates by opening any changelog email you've received and clicking the 'Unsubscribe' button at the bottom of the message. This will direct you to an unsubscribe form where you'll need to enter your email address to complete the unsubscription process.