Insured Deposit Sweep Account

The Insured Deposit Sweep Account is an excellent complement to your investment account with Cetera Advisor Networks LLC. It allows you to protect your cash balances while still linking your FDIC-insured holdings with your investment account for more control and simplified management of your money. Select Insured Deposit Sweep Account as your sweep option, and available cash balances will be deposited into an interest-bearing, FDIC-insured deposit account at one or more financial institutions.

Insured Deposit Sweep Account Disclosure Statement

Interest Rate/Annual Percentage Yield: 0.15% (As of September 16, 2020)

Monthly per account fee*: $0.88

*Fee anticipated to be paid by financial institutions

List of Participating Financial Institutions

  1. American Express, Sandy, UT
  2. Androscoggin Bank, Lewiston, ME
  3. Associated Bank, Green Bay, WI
  4. Bank Hapaolim, New York, NY
  5. BBVA USA, Birmingham, AL
  6. Capital One Bank, Glenn Allen, VA
  7. Citibank NA, New York, NY
  8. Customers Bank, Phoenixville, PA
  9. East West Bank, Pasadena, CA
  10. Evolve Bank & Trust, Memphis, TN
  11. Farmers & Merchants Bank, Milford, NE
  12. First Guaranty Bank, Hammond, LA
  13. Glacier Bank, Kalispell, MT
  14. HSBC Bank, McLean, VA
  15. Independent Bank, McKinney, TX
  1. Israel Discount Bank of New York, New York, NY
  2. New York Community Bank, Cranford, NJ
  3. Plains Capital Bank, Dallas, TX
  4. Quontic Bank, Astoria, NY
  5. Seaside National Bank & Trust, Orlando, FL
  6. Simmons First National Bank, Little Rock, AR
  7. Stearns Bank, St Cloud, MN
  8. Texas Capital Bank, Dallas, Texas
  9. Third Coast Bank SSB, Humble, TX
  10. Tristate Capital Bank, Pittsburgh, PA
  11. Truist Bank, Lumberton, NC
  12. Valley National Bank, Wayne, NJ
  13. WEX Bank, Midvale, UT

First National Bank of Omaha

Insured Deposit Sweep Account Acknowledgement & Exemption Notice

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Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.