Edit or change an account

Edit an account

To make direct edits to an account, navigate to the Accounts table in the Sweep Program and hover over the account in question. A toolbar will appear on the right side of your view, from which you can select the pencil icon to edit the account in question. From this pop up, you can directly edit the following fields:

• Account Title
• Signer Primary
• Signer Secondary
• Prioritize Reciprocation
• Beneficiary Name
• Managed Sweep Target Balance
• Cost Center Code (searched and selected from your institution's Cost Center list, which can be managed at any time in the Cost Centers tab)
• Institution Alternative ID (a free-form field for your institution's own reference codes or identifiers)
• Account Officer
• Receiving Printed Statements
• Notes

Edit a pricing group

Pricing Groups can be edited in the Pricing Groups table.

Edit an interest rate

Interest Rates can be edited by navigating to the Manage Program section and selecting Set Account Interest Rates.