Navigation and Layout

Modules and Pages

The ModernFi Admin Portal is organized by Modules, with each Module available to your institution listed in the navigation bar on the left-hand side of the screen. Within each Module, you’ll find individual Pages. Each Page highlights a different aspect of the Module, providing information and functionality specific to the subject of that Page.

Program Overview

At the top of each Page, you’ll find the Program Overview. The Program Overview serves as a snapshot of your institution’s key data points with respect to that Page. Here is where you will find summary statistics, like “Total Deposits in Program” or “Target Receiving Balance”.

Manage Program Button

This is the primary tool you will use to interact with the deposit network on a day-to-day basis. Use this button to make changes to your ModernFi program, like adding new accounts, submitting transaction requests, and setting new interest rates for your program accounts. The functionality available through the Manage Program Button is specific to each Page of the Admin Portal. For example, to add an account to your Sweep Program, you must first navigate to the Sweep Program Page. This functionality would not be available through the Manage Program Button on the Receive Program Page.