Using the Depositor Portal

To provide your clients with an intuitive user experience and 24/7 transparency into their deposit network account, NBID offers your bank and its clients access to a custom web-based, digital banking application. This white-labeled Depositor Portal allows depositors to easily view account information, withdraw funds, and access statements - all under your bank's own branding. Through the Branding section of the Admin Portal, your team can customize the portal with your logo, brand color, support contacts, your own product name, and even a custom web address (e.g., yourbank.nbid.com).

This modern digital banking interface provides your depositors with all the functionality they need to manage their Insured Sweep Accounts. Clients can view balances, transaction history, daily accrued interest, and account details, and download their monthly statements and annual tax documents, all through a sleek and user-friendly web application. With real-time transparency, depositors can see exactly which network institutions are holding their funds and the amounts allocated to each. Depositors can also take action directly through the portal - initiating return transfers back to their account at your bank. If your institution allows it in Institution settings, depositors can also choose the institutions where their funds should not be placed with Manage Opt-Outs. Exclusions take effect at the next allocation run, and any balance already placed at an excluded institution is moved.