Insured Deposit Sweep Account

The Insured Deposit Sweep Account is an excellent complement to your investment account with Cetera Investment Services 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: 0.98% (As of August 1, 2022)

Monthly per account fee*: $10.40

*Fee anticipated to be paid by financial institutions

List of Participating Financial Institutions

  1. Bank United, Miami Lakes, FL
  2. Citibank, New York, NY
  3. Citizens Bank, Providence, RI
  4. Continental Bank, Salt Lake City, UT
  5. CTBC Bank Corp (USA), Los Angeles, CA
  6. Customers Bank, Phoenixville, PA
  7. Falcon National Bank, Foley, MN
  8. Fieldpoint Private Bank, Greenwich, CT
  9. First Guaranty Bank, Hammond, LA
  10. Forbright Bank, Chevy Chase MD
  1. Luana Savings Bank, Luana, IA
  2. Pinnacle Bank, Nashville, TN
  3. Sandy Spring Bank, Olney, MD
  4. State Street Bank and Trust Company, Boston, MA
  5. Truist Bank, Lumberton, NC
  6. United Community Bank, Blairsville, GA
  7. Wells Fargo Bank, NA, Sioux Falls, SD
  8. Western Alliance Bank, Phoenix, AZ

First National Bank of Omaha

Insured Deposit Sweep Account Acknowledgement & Exemption Notice

Drop Us a Line

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.

Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.