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Commonwealth Financial Network Core Account Sweep Programs (CASPSM) Disclosure Document July 2022Commonwealth Financial Network Core Account Sweep Programs (CASPSM) Disclosure DocumentThis section

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How to fill out core account sweep programs

01

Understand the purpose of core account sweep programs

02

Gather all necessary financial information

03

Determine the threshold balance for the sweep program

04

Decide on the frequency of the sweeps

05

Select the appropriate sweep options for maximizing returns

06

Set up the sweep program with your financial institution

07

Monitor the sweep program regularly and make adjustments as needed

Who needs core account sweep programs?

01

Businesses looking to maximize returns on their excess funds

02

Individuals or entities with large cash balances that want to earn interest on idle funds

03

Financial institutions wanting to offer competitive cash management solutions to their customers

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What is core account sweep programs?

Core account sweep programs refer to automated financial services that manage excess cash in accounts by transferring surplus funds to higher-interest investment accounts, thereby optimizing interest earning while maintaining liquidity.

Who is required to file core account sweep programs?

Entities that utilize core account sweep programs, such as financial institutions and certain businesses that manage sweeping of accounts for cash management purposes, may be required to file related reports.

How to fill out core account sweep programs?

Filling out core account sweep programs typically involves providing detailed information on the account types, sweep frequency, amounts swept, and the corresponding financial institutions involved.

What is the purpose of core account sweep programs?

The primary purpose of core account sweep programs is to enhance cash flow management by automatically investing idle cash in interest-earning vehicles while ensuring sufficient liquidity for operational needs.

What information must be reported on core account sweep programs?

Information that must be reported includes account details, daily sweep volumes, interest rates, and any fees associated with the sweeping process.

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