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SFTP Configuration Guide
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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
Watch this First: Onboarding Overview
How long does onboarding take?
Mutual Success Plan
Program Omnibus Account
Training and Support
Program Terms and Conditions
Operations and Workflows
Money Movement Overview
Wire Operations
Interest Payment and Monthly Settlement
Accounting for the Program
Setting EIA Target Balance
Using the Admin Portal
Getting Started
Accessing the Admin Portal
Navigation and Layout
Viewing Program Data
Institution Settings
Managing Your Sweep Program
Automated Account Creation
Adding multiple accounts (bulk upload)
Adding a transaction
Adding multiple transactions (bulk upload)
Setting account dividend rates
Setting floating dividend rates
Setting tiered dividend rates
Change an account
Close an account
Data Tables: Sweep Program
Managing Your Receive Program
Request New Target Balance
Receiving funds without a low-income designation
Data Tables: Receive Program
Integrations
Integration Capabilities and Partners
Q2 Onboarding Process
SFTP Configuration Guide
Positioning and Rates
Deposit Growth Levers
Value Proposition
Pricing Structures
Insights from Peers
Member Experience
Using the Member Portal
Accessing the Member Portal
Depositing Funds
Withdrawing Funds
Member Support
Member Education and Marketing Materials
Marketing and Activation
Member Materials
Custom marketing materials and assets
Reporting and Documentation
Daily Program Report
End of Month Settlement Report
Monthly Account Statement
Annual 1099-INT Tax Forms
Additional Products
Prospect Finder
Community Discussion Board
Join the conversation
News & Updates
ModernFi Insights
SFTP Configuration Guide
Updated 13 days ago
Q2 Onboarding Process
Positioning and Rates
