How do I opt out of the Money Market Sweep Program?

You may opt out of the Money Market Sweep Program at any time through Client Portal → Settings → Money Market Sweep Program by selecting the opt-out option on the enrollment screen.

Upon opting out:

  • No further sweeps will be made into the Money Market Funds on your behalf.
  • Any existing Money Market Fund positions held under the Program will be redeemed and the proceeds will be returned to your cash balance.
  • You will stop receiving quarterly invitation messages.

You may re-enroll at any time, provided that you continue to meet the eligibility criteria.

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