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Home / Investors / Bank Deposit Sweep Program

Recent Updates

03/08/19: Insured Cash Account Program Bank List (NFS) updated. 03/08/19: Bank Deposit Sweep Program Bank List (NFS) updated. 03/01/19: Insured Cash Account Program Rate Chart (Pershing) updated. 03/01/19: Insured Cash Account Program Rate Chart (NFS) updated. 02/04/19: Bank Deposit Sweep Program Rate Chart (NFS) updated.

Bank Deposit Sweep Program (National Financial)

Resources

Disclosure Document Rate Chart (Updated 02-04-19) Program Bank List (Updated 03-08-19) 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 Rate Chart (Updated 02-04-19) Program Bank List 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 03-01-19) Program Bank List (Updated 03-08-19) Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts)

Insured Cash Account Program (Pershing)

Resources

Disclosure Document Interest Rate Document (Updated 03-01-19) Program Bank List Frequently Asked Questions

Total Bank Solutions Deposit Program

Resources

Rate Chart Bank List

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