> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/e-channels/cards/host-financial-institution.md).
# Host Financial Institution
The Host Financial Institution page allows you to configure the institutions responsible for processing cards on behalf of Udara360. Each host institution holds the connection details, such as the FTP location and login credentials, used to exchange card files during generation. This setup sits behind the scenes of every card profile, so it needs to be in place before a profile referencing that institution can be created. This guide will walk you through configuring and managing host financial institutions.
## Accessing Host Financial Institution
1. Log into the application using your credentials.
2. From the dashboard, navigate to **E-Channels** in the side menu.
3. Expand **Cards** and Select **Host Financial Institution** from the dropdown list
## Adding a Host Financial Institution
1. Click the **Add button** at the top left of the page
2. Enter the **Host FI Name**
3. Enter the **Host FI Code**
4. Enter the **FTP Location**
5. Enter the **Username**
6. Enter the **Password**
7. Click **Save** to create the institution
## Modifying, Viewing, or Activating an Institution
1. In the **Actions** column, click the **three vertical dots** :ellipsis-vertical: next to the institution you want to update
2. Select **Modify** to update the institution details, or
3. **View** to see the full details, or
4. **Activate** to enable an inactive institution
## Exporting the Records
1. Click the **Export** button at the top left of the page
2. Select your preferred format; **CSV** or **Excel**
3. The file will download automatically to your device
## Filtering the Records
1. Click the **Filter** button at the top right of the page
2. Enter the **Host FI Name** or **Host FI Code**, and/or select a Status **Active** or **Inactive**
3. Click **Apply** to display the filtered results
> :pushpin:Click Reset Filter to clear all applied filters and return to the full list.
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