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Introduction to ModernFi

Welcome to the ModernFi CUSO Resource Center!
What is ModernFi CUSO?
What is a deposit network?
What is an Extended Insurance Account?
How do Extended Insurance Accounts work?
How do my members benefit?
How does my credit union benefit?
What rate do I pay and/or earn in the network?

Managing your program

Onboarding and Program Setup
Operations and Workflows
Using the Admin Portal
Integrations
Positioning and Rates

Member Experience

Using the Member Portal
Member Education and Marketing Materials

Reporting and Documentation

Daily Program Report
End of Month Settlement Report
Monthly Account Statement

Additional Products

Prospect Finder

Community Discussion Board

Join the conversation

News & Updates

ModernFi Insights

SFTP Inbound/Outbound Configuration Guide

Updated 6 days ago

Q2 Onboarding Process

Positioning and Rates