Data Entry: Checking

To keep your listing fresh on the tables, update your rate information whenever your rates change or you receive a stale rates notification email.  You can extend your dates into the future. However, if a rate changes, you must update it in a timely manner. Feel free to pause the campaign to remove rate(s) from the table until rate(s) are updated and a Site Update has completed processing.

To update your rates, see instructions below: 

1. Login to Advertiser Portal

2. Click Update Rates tab

3. Click Update Rates link

4. Step 1: Select Institution 

5. Step 3: Click Deposits link

6. On Rates Entry Page, find the product(s) to update and input rate data in columns below

7.  Check Effect to Date (located in top-middle of menu bar)

8.  If date is correct, move to Steps 9 and 10.  If extending date, enter new date and proceed to Steps 9 and 10.  

9. Click Set Date button

10.  Click Update button

11.  Confirmation Message will appear in red and an email will be set to inbox

Guidelines

Required Fields

Rate

Yield (APY)

Minimum to Open

Minimum to Avoid Fees

Monthly Service Fee

Non-Sufficient Funds Charge

Fee to use other ATM

ATM Surcharge

Enhancement Fields (Optional)

Advertiser Comments: Use call to action verbiage or highlight rate disclosures.  Limited to 65 characters including spaces

Hyperlink Advertiser Comments:  If enabled, text is clickable and directs consumer to landing page.  If disabled, only plain text will appear.