Institution settings

The Settings section of the Admin Portal enables financial institutions to manage key administrative details and maintain up-to-date operational contacts. To access Settings, log into your Admin Portal and click Settings near the bottom of the left-hand menu. Within this section, you'll find tools to manage admin users and wire contacts, subscribe to product changelog updates, manage depositor self-service institution opt-outs, and configure your Institution Cost Center and GL Code Mapping.

Institution details

SettingsInstitution Details

At the top of the page, the Institution Details panel displays your institution's high-level details - Name, Federal ID, and State - for quick reference. These fields are read-only; if changes need to be made to any of these details, please contact your NBID team.

User management

SettingsUser Management

Manage admin users

The User Management section gives institution admins a centralized place to manage Admin Portal users, including inviting new users, managing pending invitations, and resetting passwords. The full walkthrough is in Managing users in the Admin Portal.

Manage wire contacts

Wire Contacts

Individuals at your institution responsible for handling money movement correspondence can be managed in the Wire Contacts tab of the User Management section, including which contacts receive daily wire transaction emails and monthly statement emails.

Subscribe to product changelog updates

SettingsSubscribe to Product Changelog Updates

Subscribe to the changelog

Get the latest product updates from NBID directly in your inbox by subscribing to our changelog. In this panel, you can enter your email and click Subscribe.

Unsubscribe from the changelog

You can unsubscribe from product changelog updates by opening any changelog email you've received and clicking the 'Unsubscribe' button at the bottom of the message. This will direct you to an unsubscribe form where you'll need to enter your email address to complete the unsubscription process.

Depositor self-service institution opt-outs

SettingsDepositor Self-Service Institution Opt-Outs

This setting lets depositors choose the institutions where their funds should not be placed. Your team can continue to manage opt-outs on their behalf once enabled. Use the toggle to turn the setting on or off.

Institution cost center

SettingsInstitution Cost Center

Banks can set an Institution Cost Center ID, which will be applied to institution-level GL entries - including one-way sourced deposits and accruals, as well as institution-level offset accounts.

GL code mapping

SettingsGL Code Mapping

The GL Code Mapping panel lets your team map network activity to your institution's own general ledger account numbers. More information is in General ledger entries.