Sweep Accounts 101: From Basics to Benefits

Sweep accounts serve as a valuable tool for optimizing liquidity and maximizing returns, but they also bring important regulatory, risk, and insurance considerations. This in-depth webinar will explain how sweep accounts operate, outline the most common types used by financial institutions, and review key compliance expectations. Gain clarity on how to communicate benefits and limitations to clients and how to manage operational risks effectively.

Sweep accounts are a key tool for helping clients manage liquidity, but they also come with rules and risks. Join us for an informative webinar designed to equip you with the knowledge to confidently explain how sweep accounts work, the different types commonly offered by financial institutions, and what you need to know about deposit account insurance, risks, and regulatory requirements. Whether you are in retail banking, cash management, lending, or operations, understanding sweep accounts is essential if your institution offers this product or is looking to expand product offerings.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.