Add a New Product

To add a new product:

1. From the Admin Platform sidebar, select Account opening > Product list manager.
   

   
   

2. On the bottom of the page, select Add a new product.
   

   

   
   

3. Select the type of product you would like to add: Checking, Savings, Certificate of Deposit, or Money Market.
   

   

   
   

4. On the page that appears, enter product information or make selections. Go to Product Details and Settings for descriptions of available fields.

   

   
   

5. At any time while entering information, select Preview to see how this product card will display to applicants.
   
   

6. Once you are done entering information, select Save Changes. The new product is now saved but inactive.
   
   

7. IMPORTANT: You must activate the product to publish it to your applicants. On the product card, select the three dots, then select Activate. Select Yes, activate on the confirmation message that appears.