What happens if I initiate an account transfer while holding Money Market Fund positions under the Program?

If you hold Money Market Fund positions as part of the Money Market Sweep Program and submit an account transfer request, the request will be rejected. You will need to opt out of the Program and ensure that your Money Market Fund positions have been fully redeemed before initiating a transfer.

Please contact IBHK Client Services for assistance if you wish to transfer your account while enrolled in the Program.

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