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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?

Onboarding and Training

Program Onboarding
Front-Line Staff Resources

Managing Your Program

Resources for Operations Team
- Money Movement Overview
- Using the Admin Portal
Resources for Member Facing Team
- Positioning and Rates
  - Pricing Structures
- Member Education and Marketing Materials

Member Experience

Using the Member Portal

Reporting and Documentation

Daily Program Report
Accounting for the Program
End of Month Settlement Report
Monthly Account Statement
Annual 1099-INT Tax Forms

Community Discussion Board

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SFTP Configuration Guide

Updated 3 months ago

Copy of Q2 Onboarding Process

Front-Line Staff Resources