Enhanced FDIC Coverage: Funds are spread among our network of participating banks ensuring the maximum FDIC insurance coverage for your clients. Banks are carefully selected, screened and monitored for stability. Advisor remains in control of the assets and client relationship.

Generate Revenue: We offer superior yields for large deposits and the opportunity to capitalize on the favorable spread between bank-paid fee income and interest paid out to clients.

Attract Assets: Our sweep program gives the Financial Advisor an additional tool to attract new clients and assets domiciled outside of the firm.

Liquidity: Client funds are readily available for trading or for cash management activities.
Customized Tiered Rates: Brokers/Dealers have the flexibility to group investor assets into different rate tiers.

Customized Tiered Rates: Brokers/Dealers have the flexibility to group investor assets into different rate tiers.

How does it work: CLICK HERE!