Guides
  1. USER GUIDES
  2. Client Access Portal (CAP)

Account

Purpose of This Page

The Account section helps you locate, review, and manage account information within the Client Access Portal (CAP).

Use this page to:

  • Search for and select an account
  • Navigate to account-related actions
  • Understand where to go for inquiry vs. maintenance tasks

Search for an Account

The Account Search feature allows you to quickly locate and select an account to work with.

What You Need to Do

  1. From the main navigation, enter an account number or search term in the search bar.
  2. Select the search icon.
  3. Choose the correct account from the results.
Search for an Account Zoomed In

Search for an Account

What Happens Next

Once selected:

  • The account becomes your active account
  • All account-related pages (Inquiry and Maintenance) will use this selection

Helpful Tips

  • Use partial values if you do not have the full account number
  • Confirm key details (e.g., account number or name) before selecting

Navigate the Account Menu

The Account menu organizes actions into three categories to help you quickly find what you need.

Open an Account

Use this option to create a new account.

Select this when you need to:

  • Create a new client account
  • Enter account, tax, and customer details

Account Inquiry

Use this section to view and analyze account information.

This section includes:

  • Account Overview
  • Account Balances
  • Transaction History

Use Inquiry when you need to:

  • Review account activity
  • Check balances or transactions
  • Analyze data without making changes

Account Maintenance

Use this section to update or manage account settings.

This section includes:

  • Edit Account
  • Opt-Outs
  • Tier Overrides

Use Maintenance when you need to:

  • Make updates to account details
  • Modify account settings or preferences

How to Use the Menu

  1. Open the Account menu from the top navigation.
  2. Select the appropriate category:
  • Open an Account to create a new account
  • Inquiry for viewing information
  • Maintenance for making updates
  1. Choose the specific option for your task.

Helpful Tips

  • Start with Account Inquiry if you are unsure—this allows you to review information before making changes
  • Use Account Maintenance only when updates are required
  • Use Open an Account only when creating a new account

Updated about 2 months ago

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R&T Deposit Networks, LLC, R&T Deposit Marketplace, LLC, R&T Deposit Solutions, LLC and R&T Deposit Programs, LLC (each d/b/a R&T Deposit Solutions), each a Delaware limited liability company, (together, “R&T”) provide administrative, recordkeeping, and/or other services to banks, credit unions, trust companies, wealth management firms, broker-dealers and other institutions with respect to deposit placement and sweep programs, including the Demand Deposit Marketplace® (DDM®), Certificate of Deposit Marketplace Exchange℠ (CDMX℠) and R&T Insured Deposits℠ (RTID®) programs, as well as other services. An affiliate of R&T, Stable Custody Group II LLC (“Stable”), acts as agent of participating sending institutions under the DDM and CDMX programs. R&T and Stable, together, “we”, “us” or “our”. All of our services are provided subject to the terms and conditions of the written agreements and/or agency appointments between us and our clients with respect to those services, and we provide no representations or warranties, express or implied, except as expressly set forth in those written agreements and/or appointments. Click here for our legal and other disclosures. We are not an FDIC or NCUA-insured institution. FDIC insurance only covers the failure of an FDIC-insured institution. NCUA insurance only covers the failure of an NCUA-insured institution. Certain conditions must be satisfied for FDIC and NCUA pass-through deposit insurance coverage to apply. Click here for a list of the FDIC and NCUA-insured institutions with which R&T has a direct or indirect business relationship for the placement of deposits under the DDM, CDMX, and RTID programs, and into which a participating institution may place deposits (subject to the terms of those programs and any opt-outs by the participating institution and/or its customers). While the DDM, CDMX, and RTID programs provide access to an expanded level of FDIC or NCUA deposit insurance coverage on funds placed into the programs (subject to program terms and applicable laws, regulations and guidance, including pass-through insurance coverage requirements), the DDM, CDMX and RTID programs, themselves, as well as our other service offerings, are not insured or guaranteed by the FDIC or NCUA, are not deposits, and may lose value. We are not an affiliate of an FDIC or NCUA-insured institution, we are not an office, division, or sub-division of the FDIC or NCUA, and we are not associated with the FDIC or NCUA or office, division, or sub-division thereof. The primary objective of the DDM, CDMX, and RTID programs is to provide customers with convenient access to expanded deposit insurance coverage on their funds (and not for investment enhancements, higher rates of returns or profits). R&T®, Reich & Tang®, Demand Deposit Marketplace®, DDM®, DepositView®, CDMX®, and RTID® are registered marks, and R&T Direct℠ is a pending mark of R&T Deposit Networks, LLC. of R&T Deposit Networks, LLC. IDEA℠, Certificate of Deposit Marketplace Exchange℠, R&T Insured Deposits℠ are unregistered service marks of R&T Deposit Networks, LLC.

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