How do I sign up for the Insured Bank Deposit Sweep Program?

SIGN UP FOR INSURED BANK DEPOSIT SWEEP PROGRAM

Eligible clients can use the button above or follow the below procedure to sign up in Client Portal:

1. Log into Client Portal.
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
3. Under Account Settings find the Account Configuration section.

4. Click Insured Bank Deposit Sweep Program.
5. On the next page, click the toggle button to Yes and click Continue.
6. Read and sign the clearing agreement to authorize the program.

In this section, you will also be able to opt out of any individual banks you do not wish to sweep to or opt out of the program entirely.

Find more information on the Insured Bank Deposit Sweep Program on the IBKR website.

Please Note

• If the option is not visible in Client Portal your account is unfortunately not eligible to participate at this time. See: Who is eligible to enroll in the Insured Bank Deposit Sweep Program?
• Any withdrawal of funds allocated to the Insured Bank Deposit Sweep Program is subject to an extra day of processing.

Additional Information

• What is the Insured Bank Deposit Sweep Program and how does it work?