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Money Management Solutions

Automated Money Management Solutions

Put your company’s excess funds to work effortlessly, while maintaining control over your daily liquidity needs.*

  • Automated Investing. The sweep service automates the movement of funds between an operating account and a sweep account.
  • Liquidity. A sweep account is designed to provide access to funds during normal business hours.
  • Yield. The automated sweep service provides the opportunity to earn a competitive yield on excess funds that might otherwise remain idle in a commercial checking account.

Products include Line of Credit Sweep, Investment Sweep and Zero Balance Accounts

money management

Have questions or need help?

If you don’t want to sign up online feel free to reach out directly by contacting your personal visiting a banking center, dropping us a message for a follow up or call us at (855) 776-0012. We’re here to help.

* Line of Credit sweep subject to credit approval.