Operations and Workflows

Managing the program on a day to day basis is simple and straightforward for your team.

The Admin Portal serves as your main program management tool, providing insight and management into your entire deposit network program. New accounts and new transactions can be uploaded and monitored through this portal.

Funds move between your credit union and the deposit network once per day. Transactions that have been posted before daily fund movement will be processed that day, with member funds aggregated into a single daily wire.

Daily reporting is provided at the institution-level to ensure your team has access to all of the data needed to manage your program efficiently.