How do I enroll in the Money Market Sweep Program?

Enrollment Process

To enroll in the Money Market Sweep Program eligible clients will receive an invitation message via Client Portal → Message Center. You may also access the enrollment screen directly via Client Portal → Settings → Money Market Sweep Program.

To enroll:

  1. Log in to  Client Portal
  2. Navigate to Settings → Money Market Sweep Program
  3. Verify your eligibility status
  4. Review the program details, including the fund prospectus and factsheet
  5. Sign the Disclosure Agreement to authorize IBHK to sweep your funds
  6. Your enrollment will be effective within 2 days

Once enrolled, the sweep will operate automatically; no further action is required on your part.

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