# ModernFi Resource Center Documentation

> Resource Center for ModernFi’s partner institutions that includes:   -  Documentation on onboarding, operations, and business development   -  Sales and marketing collateral to educate and excite your depositors   -  “How to” workflows, guides, and tutorials

## Guides
- [Welcome to the ModernFi CUSO Resource Center!](https://resources.modernfi.com/docs/welcome-to-the-modernfi-resource-center.md)
- [What is ModernFi CUSO?](https://resources.modernfi.com/docs/what-is-modernfi-cuso.md)
- [What is a Deposit Network?](https://resources.modernfi.com/docs/what-is-a-deposit-network.md)
- [What is an Extended Insurance Account?](https://resources.modernfi.com/docs/what-is-an-insured-sweep-account.md)
- [How do Extended Insurance Accounts work?](https://resources.modernfi.com/docs/how-do-insured-sweep-accounts-work.md)
- [How Do My Members Benefit?](https://resources.modernfi.com/docs/how-do-my-members-benefit.md)
- [How Does My Credit Union Benefit?](https://resources.modernfi.com/docs/how-does-my-credit-union-benefit.md)
- [What Rate Do I Pay and/or Earn in the Network?](https://resources.modernfi.com/docs/what-rate-do-i-pay-andor-earn-in-the-network.md)
- [Program Onboarding](https://resources.modernfi.com/docs/onboarding-and-program-setup.md)
- [Onboarding Overview ](https://resources.modernfi.com/docs/how-long-does-onboarding-take.md)
- [Program Omnibus Account](https://resources.modernfi.com/docs/program-omnibus-account.md)
- [Program Terms & Conditions](https://resources.modernfi.com/docs/program-terms-and-conditions.md)
- [Integrations](https://resources.modernfi.com/docs/integrations.md)
- [Integration Capabilities & Partners](https://resources.modernfi.com/docs/integration-capabilities-and-partners.md)
- [SFTP Setup Guide](https://resources.modernfi.com/docs/sftp-inboundoutbound-configuration-guide.md)
- [Front-Line Staff Resources](https://resources.modernfi.com/docs/front-line-staff-resources.md)
- [Product Overview](https://resources.modernfi.com/docs/product-overview.md)
- [Value Propositions](https://resources.modernfi.com/docs/value-propositions.md)
- [Identifying Member Opportunities](https://resources.modernfi.com/docs/identifying-member-opportunities.md)
- [Prospect Finder](https://resources.modernfi.com/docs/prospect-finder-1.md)
- [Existing Members Analysis](https://resources.modernfi.com/docs/existing-members-analysis.md)
- [ModernFi’s Activation & Growth Tracker](https://resources.modernfi.com/docs/modernfis-activation-growth-tracker.md)
- [Member Conversation Support](https://resources.modernfi.com/docs/member-conversation-support.md)
- [Sales Cues](https://resources.modernfi.com/docs/sales-cues.md)
- [Discovery Questions](https://resources.modernfi.com/docs/discovery-questions.md)
- [Member-Facing Materials](https://resources.modernfi.com/docs/member-facing-materials.md)
- [Outreach Materials: Email & Talk Tracks](https://resources.modernfi.com/docs/outreach-materials-email-talk-tracks.md)
- [Email Copy & Cadence](https://resources.modernfi.com/docs/email-copy-cadence.md)
- [Phone Call Talk Track](https://resources.modernfi.com/docs/phone-call-talk-track.md)
- [Conversion](https://resources.modernfi.com/docs/conversion.md)
- [Recap & Next Steps](https://resources.modernfi.com/docs/recap-and-next-steps.md)
- [Resources for Operations Team](https://resources.modernfi.com/docs/program-operations.md)
- [Money Movement Overview ](https://resources.modernfi.com/docs/money-movement-overview.md)
- [Depositing Funds](https://resources.modernfi.com/docs/depositing-and-withdrawing-funds.md)
- [Wire Operations ](https://resources.modernfi.com/docs/wire-operations-1.md)
- [Setting EIA Target Balance](https://resources.modernfi.com/docs/automating-a-target-balance-for-member-extended-insurance-accounts.md)
- [Interest Payment & Monthly Settlement](https://resources.modernfi.com/docs/interest-payment-and-monthly-settlement.md)
- [Using the Admin Portal ](https://resources.modernfi.com/docs/using-the-admin-portal-1.md)
- [Admin User Roles & Permissions](https://resources.modernfi.com/docs/admin-user-roles-permissions.md)
- [Managing Users in the Admin Portal ](https://resources.modernfi.com/docs/managing-users-in-the-admin-portal.md)
- [Institution Settings](https://resources.modernfi.com/docs/institution-settings.md)
- [Streamlined Account and Depositor Creation and Association](https://resources.modernfi.com/docs/adding-an-account.md)
- [Add Transactions](https://resources.modernfi.com/docs/adding-a-transaction.md)
- [Set Account Dividend Rates](https://resources.modernfi.com/docs/setting-account-interest-rates.md)
- [Pricing Groups ](https://resources.modernfi.com/docs/pricing-groups.md)
- [Edit or Change an Account](https://resources.modernfi.com/docs/change-or-close-an-account.md)
- [Change a Depositor ](https://resources.modernfi.com/docs/change-a-depositor.md)
- [Close an Account ](https://resources.modernfi.com/docs/close-an-account.md)
- [Edit Target Balance](https://resources.modernfi.com/docs/edit-target-balance.md)
- [Account-Level Reciprocation](https://resources.modernfi.com/docs/account-level-reciprocation.md)
- [Positioning & Rates](https://resources.modernfi.com/docs/positioning-and-rates.md)
- [Pricing Structures](https://resources.modernfi.com/docs/pricing-structures.md)
- [Member Education & Marketing Materials](https://resources.modernfi.com/docs/member-education-and-marketing-materials.md)
- [Marketing & Activation](https://resources.modernfi.com/docs/marketing-and-activation.md)
- [Member Materials](https://resources.modernfi.com/docs/member-materials.md)
- [Custom Marketing Materials & Assets](https://resources.modernfi.com/docs/custom-marketing-materials-and-assets.md)
- [Using the Member Portal](https://resources.modernfi.com/docs/using-the-member-portal.md)
- [Member Portal Overview](https://resources.modernfi.com/docs/accessing-the-member-portal.md)
- [Withdrawing Funds](https://resources.modernfi.com/docs/withdrawing-funds.md)
- [Request Account Changes](https://resources.modernfi.com/docs/request-account-changes.md)
- [Daily Program Report](https://resources.modernfi.com/docs/daily-program-report.md)
- [Accounting for the Program](https://resources.modernfi.com/docs/accounting-for-the-program.md)
- [End of Month Interest Statement](https://resources.modernfi.com/docs/end-of-month-settlement-report.md)
- [Monthly Account Statement](https://resources.modernfi.com/docs/monthly-account-statement.md)
- [Annual 1099-INT Tax Forms](https://resources.modernfi.com/docs/annual-1099-int-tax-forms.md)
- [Join the Conversation](https://resources.modernfi.com/docs/join-the-conversation.md)

## Changelog
- [Expanded Floating Rate Functionality](https://resources.modernfi.com/changelog/expanded-floating-rate-functionality.md)
- [Enhanced User Management in the Admin Portal](https://resources.modernfi.com/changelog/enhanced-user-management-in-the-admin-portal.md)
- [Automated Account Closure](https://resources.modernfi.com/changelog/automated-account-closure.md)
- [Enhanced Monthly Account Statements](https://resources.modernfi.com/changelog/enhanced-monthly-account-statements.md)
- [Enhanced Account and Member Management](https://resources.modernfi.com/changelog/enhanced-account-and-member-management.md)