Setup

Setup is the one-time part of Program Transitions. You complete three steps in order, then you're ready to start working your first wave. Your NBID team is available at every step.

1. Upload Data

Program TransitionsUpload Data

Upload your institution’s depositor and account data. See Upload Data.

2. Assign Waves

Program TransitionsAssign Waves

Group your accounts into manageable batches. See Assign Waves.

3. Transition Materials

Program TransitionsTransition Materials

Choose your Terms & Conditions and review your outreach materials. See Transition Materials.