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Home / Investors / Bank Deposit Sweep Program

Recent Updates

12/05/18: Insured Cash Account Program Rate Chart (NFS) updated. 12/04/18: Insured Cash Account Program Rate Chart (Pershing) updated. 11/27/18: Insured Cash Account Program Disclosure (NFS) updated. 11/16/18: Deutsche Bank Insured Program Bank List updated. 11/07/18: Insured Cash Account Program Bank List (NFS) updated.

Bank Deposit Sweep Program (National Financial)

Resources

Disclosure Document (Updated 10-23-18) Rate Chart (Updated 11-02-18) Program Bank List (Updated 11-07-18) Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts) Money Market Rate Information (New accounts beginning 07/10/15)

Bank Deposit Sweep Program (Pershing)

Resources

Disclosure Document (Updated 10-23-18) Rate Chart (Updated 11-02-18) Program Bank List (Updated 10-30-18) Frequently Asked Questions Money Market Rate Information Money Market Rate Information (Fee Based Retirement Accounts)

Insured Cash Account Program (National Financial)

Resources

Disclosure Document (Updated 11-27-18) Interest Rate Document (Updated 12-05-18) Program Bank List (Updated 11-07-18) Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts)

Insured Cash Account Program (Pershing)

Resources

Disclosure Document (Updated 10-23-18) Interest Rate Document (Updated 12-04-18) Program Bank List (Updated 10-30-18) Frequently Asked Questions

Total Bank Solutions Deposit Program

Resources

Rate Chart Bank List (Updated 11-16-18)

For more information, contact your Financial Advisor or visit the FDIC website.