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Bank Deposit Sweep Program

Recent Updates

01/15/20: Insured Cash Account Program Rate Chart (NFS) updated. 01/15/20: Insured Cash Account Program Rate Chart (Pershing) updated. 12/17/19: Insured Cash Account Program Disclosure (NFS) updated. 12/17/19: Insured Cash Account Program Disclosure (Pershing) updated.

Bank Deposit Sweep Program (National Financial)

Resources

Disclosure Document Rate Chart Program Bank List Frequently Asked Questions Money Market Rate Information (New accounts beginning 07/10/15)

Bank Deposit Sweep Program (Pershing)

Resources

Disclosure Document Rate Chart 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 (Updated 12-17-19) Interest Rate Document (Updated 01-15-20) Program Bank List Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts)

Insured Cash Account Program (Pershing)

Resources

Disclosure Document (Updated 12-17-19) Interest Rate Document (Updated 01-15-20) Program Bank List 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 Advisor or visit the FDIC website.

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