Customer Relationship Summary

Don’t settle for anything less.

Securities America’s independent financial consultants can help you define your goals and will work with you to develop a plan to reach them. Our advisors have the best technology, products and services in the financial industry, so they can give you the best possible service.

Content

Recent Updates:

08/01/18: Pershing Insured Cash Account Program rate document updated.
08/01/18: NFS Insured Cash Account Program Bank List updated.
07/30/18: Deutsche Bank Insured Deposit Program rate document updated.
07/10/18: NFS Bank Deposit Sweep Program Bank List updated.
07/03/18: NFS Insured Cash Account Program rate documents updated.
07/03/18: Pershing Bank Deposit Sweep Program Rate Chart Updated
07/03/18: NFS Bank Deposit Sweep Program Rate Chart Updated
06/27/18: NFS Insured Cash Account Program rate document updated.
06/04/18: NFS and Pershing Insured Cash Account Program rate documents updated.

BANK DEPOSIT Sweep Program (National Financial)

Resources:

Disclosure Document
Rate Chart (Updated 07-03-18)
Frequently Asked Questions
Program Bank List
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 07-03-18)
Frequently Asked Questions
Program Bank List
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 08-01-18)
Program Bank List
Money Market Rate Information (For Advised Retirement Accounts)
Frequently Asked Questions

INSURED CASH ACCOUNT PROGRAM (PERSHING)

Resources:

Disclosure Document
Interest Rate Document (Updated 08-01-2018)
Program Bank List
Frequently Asked Questions

Deutsche Bank Insured Deposit Program

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

Previous Page