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Home / Investors / Bank Deposit Sweep Program

Recent Updates

10/16/18: Bank Deposit Sweep Program Bank List (Pershing) updated. 10/16/18: Insured Cash Account Program Bank List (Pershing) updated. 10/09/18: Insured Cash Account Program Rate Chart (NFS) updated. 10/09/18: Insured Cash Account Program Rate Chart (Pershing) updated. 10/08/18: Bank Deposit Sweep Program Disclosure (NFS) updated.

Bank Deposit Sweep Program (National Financial)

Resources

Disclosure Document (Updated 10-08-18) Rate Chart Program Bank List (Updated 09-06-18) 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 10-08-18) Rate Chart (Updated 08-29-18) Program Bank List (Updated 10-16-18) 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 10-08-18) Interest Rate Document (Updated 10-09-18) Program Bank List (Updated 09-06-18) Frequently Asked Questions Money Market Rate Information (For Advised Retirement Accounts)

Insured Cash Account Program (Pershing)

Resources

Disclosure Document (Updated 10-08-18) Interest Rate Document (Updated 10-09-18) Program Bank List (Updated 10-16-18) Frequently Asked Questions

Deutsche Bank Insured Deposit Program

Resources

Rate Chart Bank List (Updated 08-29-18) Frequently Asked Questions

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