Move your money where it’s needed, when it’s needed. Excess funds can automatically be moved to an Investment Sweep or drawn from a line of credit— whichever you need for whatever purpose.
- Isolate cash functions and make daily sweeps to/from a primary deposit, loan or investment account by using a Zero Balance
- Disbursement and Deposit account
- Automates funding of your checking accounts by sweeping only the
amount necessary to cover daily transactions from investment or loan
accounts
- Provide centralized control of funds
- Immediate investment of extra cash