Broker Check

Bank Sweep Program

Through LPL Fiancial®, the broker/dealer we use to process transactions on your behalf, we offer a program that provides Federal Deposit Insurance Corporation (FDIC) insurance for cash balances in your eligible brokerage account(s).

Complete program materials, including disclosure documents, a list of participating banks, and interest rates, can be accessed at https://www.lpl.com/disclosures/lpl-financial-fdic-insured-bank-deposit-sweep-programs.html.

Of course, if you have further questions about this or any aspect of your financial life, please feel free to contact our office.