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This document serves as a disclosure for the Advised Retirement Account-Bank Deposit Sweep Program offered by Securities America, Inc. It details the core account investment vehicle, the management
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How to fill out SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT

01
Obtain the SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT from your financial advisor or the Securities America website.
02
Read the introductory section to understand the purpose and benefits of the document.
03
Review the details regarding the bank deposit sweep program, including how funds will be managed and the risks involved.
04
Complete the personal information section, including your name, contact information, and account details.
05
Carefully read through the terms and conditions of the program, noting any fees or restrictions.
06
Sign and date the document at the designated section to acknowledge your understanding and agreement.
07
Submit the completed document to your financial advisor or the provided submission channel.

Who needs SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT?

01
Individuals who are planning for retirement and want to manage their retirement funds safely.
02
Clients of Securities America who are looking for information on the bank deposit sweep program.
03
Investors seeking to understand the risks and benefits associated with the advisory retirement account.
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The SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT is a formal document that outlines the details and terms of the Bank Deposit Sweep Program associated with advisory retirement accounts at Securities America. It provides clients with essential information regarding how funds are managed, including details on interest rates, account eligibility, and possible risks.
Typically, financial institutions and advisory firms that offer the Bank Deposit Sweep Program to clients' retirement accounts are required to file this disclosure document. It ensures transparency and compliance with regulatory requirements for clients investing in such programs.
Filling out the SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT generally involves providing relevant client information, such as account holder details, account number, investment preferences, and acknowledging receipt of the disclosure. It is advisable to carefully read all sections of the document before submission.
The purpose of the SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT is to inform clients about how their funds will be handled in the Bank Deposit Sweep Program, including the process of fund allocation, risk factors, and any associated fees. It serves to protect clients by ensuring they have all key information regarding their investments.
The SECURITIES AMERICA ADVISORY RETIREMENT ACCOUNT-BANK DEPOSIT SWEEP PROGRAM DISCLOSURE DOCUMENT must report information such as the terms of the Bank Deposit Sweep Program, interest rate details, potential risks, account eligibility, fees, and any other important conditions. Client acknowledgment and consent are also typically required on this document.
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