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Investment<sup>*</sup> Sweep Service

Let Broadway Bank help you keep excess cash invested at all times.

Broadway Bank's Investment Sweep Service provides an automated, convenient and cost-effective way to invest your company's idle balances. Specify a target balance for your deposit account and an investment option from our outside investment partner (i.e., mutual fund). Based on each day's account activity, funds automatically be transferred to or from a high-quality mutual fund.

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The benefits of Investment Sweep:

  • Increase earnings. Keep excess cash invested at all times for maximum return.
  • Eliminate overdrafts. Have funds automatically swept from your investment* fund to checking as needed.
  • Increase efficiency. The automated sweep system means less staff time spent monitoring, handling and forecasting your daily cash position. 

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How does Investment Sweep Services work?

  • Specify your desired "target" balance for your primary deposit account (DDA).
  • Broadway links your DDA to the checking account through our deposit and "Cash Manager" Systems.
  • At the end-of-posting each day, we automatically make transfers to meet the DDA's target balance.
  • Broadway makes the actual transfer to or from the investment fund the following morning.
  • Each month, bank statements and interest are credited to your checking account.

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Contact Treasury Solutions

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Contact our Treasury Solutions team today to see how you will benefit from modern banking that’s locally sourced and personally delivered.

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Easy Solutions

With business operating accounts, payroll processing, credit cards, lines of credit and equipment loans, we have what it takes to move your business forward.3

Local Decision Making

As a regional, independent bank with deep ties in the community, our bankers have an understanding of this market and know how to position you for success.

Experienced Partner

Success lies between knowing you have the personal touch of a small bank paired with the expertise of a Wall Street titan. As the region’s largest and strongest independent bank you get the best of both.

A separate agreement and fees may apply.

Investments are:
Not FDIC insured
Not guaranteed by the bank
Not a deposit
Not insured by a federal government agency
May lose value


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