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FEATURES |
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Meets the FDIC requirements of providing daily |
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reporting and confirmation notices of securities |
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matched against customer sweep account |
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balances |
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Selectable assignment for matching sweep |
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account balances against securities |
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Imports account information from a query file to |
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update sweep balances and new account |
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information |
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Individual sweep accounts are matched against |
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multiple securities when necessary |
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Securities can be manually maintained or multiple |
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external Investment Security Files can be imported |
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Customer notification can be sent via secure e-mail, |
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fax or print and mail |
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Request More Information |
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Product Brochure |
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