Resources & Training
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Resources & Training
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Get Started Today
Login to the New Institution Portal
Banks, Credit Unions, and Trust Companies can access the online portal to securely pay assessments, submit applications, and submit correspondence.
Other
Creating an Account or Logging In
PDF Guide
Please use this step-by-step PDF resource for Creating an Account or Logging In to the new portal.
It will walk you through questions like:
- Who at my institution needs an account?
- How do I create an account?
- How do I delete a user?
- How can I update information on my profile, such as my name?
General Training
This video will walk you through the basics of how to use the new DFI Institution Portal.
Year End Forms
PDF Guide
Use this step-by-step PDF guide on Year End Forms to help you submit your required year end forms including:
- List of Stockholders
- Oath of Bank Officer
- Oath of Bank Director
- Oath of Trust Officer
- Oath of Trust Director
- Annual Meeting of Stockholders.
Video Walk Through
This year end forms video walks through each year end form and how to submit them. If you have additional questions, visit the PDF guide above before contacting DFI staff.