Using the Admin Portal

The NBID Admin Portal is a web-based application that serves as the primary tool your team will use to manage its deposit network program. The portal allows you and your team 24/7 access to view network accounts and balances, with simple features to add new accounts, submit transaction requests, and set program rates.

The Admin Portal provides your team with full oversight and visibility into your NBID deposit network program. Any action your team needs to take to manage the program can be completed through the Admin Portal, and all data generated by the program is available through the portal, including statements and reports in the Documents section. Think of the Admin Portal as your bank's one-stop-shop for all things NBID.

Signing in

portal.nbid.com

Log in

To access your NBID Admin Portal, open a web browser. Enter your login credentials - email and password - on the sign-in screen and complete multi-factor authentication when prompted.

Sign in with single sign-on

If your institution signs in with single sign-on (SSO), you will be directed to your identity provider to authenticate. Once authenticated, you'll have full access to your institution's NBID deposit network program.

Inside the portal

Open the Sweep Program

Deposit NetworkSweep Program

You can navigate through tabs including Accounts, Transactions, Pricing Groups, Wire Transfers, Placement of Funds, Depositors, User Management, Closed Accounts, Cost Centers, and Custom Indices, and use the Manage Program menu to add accounts, submit transaction requests, and set account interest rates.

Open the Receive Program

Deposit NetworkReceive Program

You can view your institution's Total Balance, Target Balance, and Network Rate, manage your Target Balance - including a Dynamic Target Balance that moves with your sweep activity, reciprocating exactly or with a custom spread - and access details for Source of Funds and Wire Transfers.

Open Program Transitions

Program Transitions

Program Transitions is where your bank transitions your existing reciprocal program to NBID, in one structured workflow your team drives itself. See Program Transitions overview.

Open Settings

Settings

Institution settings and admin user management are available in the Settings section of the sidebar.