CONFIGURE INSURED BANK SWEEP PROGRAM
The steps for determining whether your personal bank is a participant in IBKR's Insured Bank Deposit Sweep Program and excluding it from deposit consideration are as follows:
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Configuration section
- Click Insured Bank Deposit Sweep Program to open the configuration page
- You will be provided with a list of banks that are part of the Program and may uncheck any banks that you do not want used
- Click Save and Ok
Additional Information
- Insured Bank Deposit Sweep Program available in our Client Portal User Guides