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ZIONS DIRECT, INC. (also referred to as Broker/Dealer, Zions Direct, we, our or us) PROPRIETARY BANK DEPOSIT SWEEP PROGRAM (BDS PSM) DISCLOSURE DOCUMENT This section highlights certain key features

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How to fill out fdic sweep disclosure

How to fill out FDIC sweep disclosure:

01

Begin by gathering all necessary documents and information. This includes your personal identification details, bank account information, and any relevant financial statements.

02

Review the FDIC sweep disclosure form thoroughly. Familiarize yourself with the required fields and sections that need to be completed.

03

Start by providing your personal information, such as your name, address, and contact details.

04

Fill in the details of your bank account, including the account number and the financial institution where the account is held.

05

Carefully read and understand the terms and conditions outlined in the disclosure form. This may involve reviewing any associated legal agreements or documents.

06

Sign and date the form once you have completed all the necessary sections. Make sure to read the instructions on where to sign and date the document.

07

Review the completed FDIC sweep disclosure form for any errors or missing information. Double-check the accuracy of the provided details.

08

Submit the filled-out form as per the instructions provided by your financial institution. This may involve submitting it online, mailing it, or visiting a branch in person.

Who needs FDIC sweep disclosure:

01

Individuals or entities who hold bank accounts at financial institutions that offer FDIC sweep services may require the FDIC sweep disclosure.

02

Customers who want to have a comprehensive understanding of how their funds are managed, particularly through the process of automatic transfers between different accounts.

03

Those who are concerned about the specific terms and conditions associated with FDIC sweep services and want clear documentation regarding the mechanics, risks, and provisions available.

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What is fdic sweep disclosure?

FDIC sweep disclosure is a regulatory requirement that mandates financial institutions to disclose information about their sweep programs and how customer funds are invested.

Who is required to file fdic sweep disclosure?

Financial institutions that offer sweep programs are required to file FDIC sweep disclosure.

How to fill out fdic sweep disclosure?

FDIC sweep disclosure can be filled out online through the FDIC's website or submitted via mail using the required forms.

What is the purpose of fdic sweep disclosure?

The purpose of FDIC sweep disclosure is to ensure transparency and oversight of how customer funds are invested by financial institutions.

What information must be reported on fdic sweep disclosure?

FDIC sweep disclosure requires financial institutions to report details about their sweep programs, investment options, risks, and returns.

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