Guides
  1. USER GUIDES

R&T User Guides

Access user guides and portal documentation for R&T platforms and services. Whether you're managing deposits, monitoring activity, administering users, or completing operational tasks, these guides provide the information needed to use R&T applications effectively.


Okta Multifactor Authentication

Set up and manage the authentication methods used to access R&T applications. This guide helps users enroll in multifactor authentication, sign in securely, and troubleshoot common access issues.

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R&T Direct℠

Use R&T Direct to access authorized R&T applications, review announcements, and connect to support resources from a single location. Start here if you need help navigating the R&T Direct portal and its available features.

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Client Access Portal (CAP)

Manage customer accounts, transaction activity, reporting, and reconciliation tasks within the DDM® Program. This guide helps operational and administrative users navigate CAP and perform common day-to-day activities.

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DepositView® Customer User Guide

Learn how to access and use the DepositView® Portal, including login methods, account management, transaction activity, express statements, opt-out management, and user profile maintenance.

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DepositView® User Administration Guide

Learn how to manage DepositView® user access, including searching for users, creating user accounts, updating user details, and performing account maintenance activities.

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Deposit Management System (DMS) (Coming Soon)

Use DMS to monitor RTID® Program activity, review reconciliation information, access reports and analytics, and view account and product details. This guide will provide an overview of the platform and its key features.

Coming Soon

Updated 19 days 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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