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    Collateralized Sweep

    This account helps eliminate non-earning idle cash balances. On a daily basis, excess funds above a predetermined balance will automatically be swept from your analysis checking account into the interest-bearing Collateralized Sweep Account.


    • No minimum balance to open
    • Service fees are covered by non-interest bearing portion while excess funds are swept to earn interest, or all funds can be swept if fees are charged to the account
    • Interest is accrued daily and posts to your account at month end


    • Set up on Analysis System
    • Signed Sweep Agreement

    Additional Pricing Information:

    • $100 monthly fee per Sweep Account in addition to analysis fees covered by peg or charged to the account
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