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CD Funding Group

Secure Partner Section

This secure CD Funding Group Partner section is designed to provide our issuing bank partners with the tools and resources necessary to monitor the success of the PowerCD product lines as well as access detailed information on specific areas of operations including:

  • Accounting treatment and entries
  • Product pricing mechanics
  • Quarterly unwind procedures
  • Maturity procedures
  • Client disclosures
  • Call reporting
  • 1099 OID statements
  • Trading agreements with principal agent

Your CD Funding Group representative can provide you with necessary login information and training. Please contact us to learn more.