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Account Enrollment Type Configuration

  • Added ability to configure IntraFi enrollment type (reciprocal vs one-way sell)
  • Settings apply per bank-fintech combination
  • Can be applied to new enrollments and retroactively to all accounts

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Account-Specific Interest Rates

  • Implemented account-level interest rate settings for IntraFi enrollments:
  • Available via API (fintech) and Console (bank)
  • Account-specific rates override org-level program rates
  • Default rate of 0% if no rates are specified