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Bank Deposit Sweep Program

Recent Updates

05/29/20: Insured Cash Account Program Bank List (NFS) updated. 05/29/20: Bank Deposit Sweep Program Bank List (NFS) updated. 05/26/20: Bank Deposit Sweep Program Rate Chart (NFS) updated. 05/26/20: Bank Deposit Sweep Program Rate Chart (Pershing) updated. 05/15/20: Insured Cash Account Program Rate Chart (NFS) updated.

Bank Deposit Sweep Program (National Financial)

Resources

Disclosure Document Rate Chart (Updated 05-26-20) Program Bank List (Updated 05-29-20) Frequently Asked Questions Money Market Rate Information (New accounts beginning 07/10/15)

Bank Deposit Sweep Program (Pershing)

Resources

Disclosure Document Rate Chart (Updated 05-26-20) Program Bank List (Updated 03-31-20) Frequently Asked Questions Money Market Rate Information Money Market Rate Information (Fee Based Retirement Accounts)

Insured Cash Account Program (National Financial)

Resources

Disclosure Document Interest Rate Document (Updated 05-15-20) Program Bank List (Updated 05-29-20) Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts)

Insured Cash Account Program (Pershing)

Resources

Disclosure Document Interest Rate Document (Updated 05-04-20) Program Bank List (Updated 03-31-20) Money Market Rate Information (For Advised Retirement Accounts) Frequently Asked Questions

Total Bank Solutions Deposit Program

Resources

Rate Chart Bank List

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



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