Change a depositor

Edit a depositor

To begin, navigate to the Depositors table in the Sweep Program and hover over the depositor in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the depositor in question. From this pop up, you can directly edit the following fields, which will vary based on depositor type:

• Institution Depositor ID
• First name
• Last name
• Entity name
• Depositor Type
• Ownership Category
• Depositor FI Exclusions (a list of financial institutions in the network where the depositor has requested their funds not be placed)
• Phone Number
• Address
• Notes

Manage a depositor's users

Open any depositor in the Depositors tab to manage its users. The full walkthrough is in Managing users in the Admin Portal.