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Pricing groups

Updated October 28, 2026

Pricing Groups enable your institution to manage interest rates across multiple accounts more efficiently. Rather than updating rates for each account individually (or en masse), you can organize accounts into groups and, in a single update, apply rate changes to each account within a group. This functionality eliminates manual account-by-account rate updates, while ensuring you can maintain a targeted rate strategy through a solution that scales with your account volume.

Managing pricing groups

Sweep ProgramPricing Groups

Please see below for specific instructions on how to create, manage, and edit Pricing Groups:

Create a pricing group

Add Pricing GroupSubmit

Creating pricing groups is a straightforward process that will enable seamless rate management across multiple accounts:

  1. Click the Add Pricing Group button
  2. Provide a Name that clearly identifies the rate structure (e.g., "Retail Checking," "Nonprofit MMDA")
  3. Optionally, add a Description to provide additional context for your team
  4. Optionally, select the accounts you'd like to assign to the group - accounts can also be added at any time after creation
  5. Configure the group's rate structure - a fixed rate, a floating rate, or balance tiers (each tier can be fixed or floating)

Add an existing account

Add AccountsSubmit

The Pricing Group's rate structure will be immediately applied to all accounts added to a Pricing Group. Any changes made to the Pricing Group will automatically impact all accounts in the group.

  1. On the row of the Pricing Group you wish to add accounts to, select the Add Accounts action
  2. Select each of the accounts that you wish to add to the Pricing Group and press Submit

Remove an account

Remove AccountsSubmit
  1. On the row of the Pricing Group in question, select the Remove Accounts action
  2. Select each of the accounts that you wish to remove from the Pricing Group and press Submit

Add a new account

Sweep ProgramManage ProgramAdd Single AccountPricing Group

New accounts can be assigned to a Pricing Group during the account opening flow.

  1. Fill out the account details as you would normally
  2. In the rate section, select Pricing Group
  3. From the dropdown, select the Pricing Group you would like to add the new account to
  4. Complete and submit the rest of the form

Edit the rate

Edit RatesSubmit

Managing the rate structure of a Pricing Group provides a streamlined way to manage rates across multiple accounts.

  1. On the row of the Pricing Group you wish to edit, select the Edit Rates action
  2. Adjust the rate structure, which will automatically be applied to every account in the group

Edit the name and description

Edit the names and descriptions of groups to ensure they remain accurate and distinct for easy team management.

Click into the name or description of any group to directly edit either field. Note that duplicate Group Names will result in an error.

Delete a pricing group

Delete Group

Once every account has been removed from a Pricing Group, you can delete it to maintain a clean and simple dashboard.

On the row of the Pricing Group you wish to delete, select the Delete Group action and confirm

Need a hand? Reach out to your NBID Regional Director or email support@nbid.com.