How do I opt out of the Insured Bank Deposit Sweep Program?

OPT OUR OF INSURED BANK DEPOSIT SWEEP PROGRAM

Use the button above or follow the below procedure to opt out of the Insured Bank Deposit Sweep Program:

  1. Log into Client Portal.
  1. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  2. Under Account Settings find the Account Configuration section
  3. Click Insured Bank Deposit Sweep Program to open the configuration page.
  4. Click Opt Out to exit the program.

Additional Information

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