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

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