Cash Sweeps Rates and Yields

Clients with investment accounts can earn a return on available cash balances by choosing to automatically sweep these balances into a bank deposit sweep option or one of the available money market funds. Availability of these sweep options is based on account type and may depend on other eligibility criteria. Please contact your Financial Advisor  or the service center handling your account with any additional questions. Click on the table below for the options available to you based on your segment: