Onboarding overview

NBID acts as an extension of your team. We get your institution up and running quickly, then stay a long-term partner so the NBID program provides growing value to you and your clients.

Three objectives

Set Up Your Institution

We begin by setting up your institution on the deposit network, working closely with your business and operations team.

Train Your Operations Team

We train your operations staff so they are confident deploying Insured Sweep Accounts and managing the platform.

Educate Your Client-Facing Teams

We help your client-facing teams explain the benefits of Insured Sweep Accounts to your clients, and help target, position, and price the accounts based on best practices.

Launch and support

Launch

From initial setup through go-live, each step is designed to ensure your institution is fully equipped to deliver extended deposit insurance and manage relationships through the NBID platform.

Support

Throughout the process and beyond, the NBID Institution Success team provides structured guidance and responsive support so your bank is ready to use NBID’s tools effectively.

Onboarding workflow tool

In the Admin Portal

The tool guides banks through each step of implementation. Within the portal, institutions can track progress across all phases, upload required documentation, and receive ongoing support from the NBID team.

Demonstration: how your institution can monitor milestones, submit items, and stay aligned throughout the launch process.