Bank Deposit Sweep Program Account Fees
As discussed in Cetera’s FlexInsured Account Disclosure Document, Cetera earns fees for administering the FlexInsured Account Program. These FlexInsured Account fees will in almost all circumstances be substantially greater than the amount of interest customers earn from the same balances. Cetera will update this chart following the close of each calendar quarter in order to provide you updated historical fee information with respect to FlexInsured.
| Year | Quarter | Cetera Fee for FlexInsured |
|---|---|---|
| 2025 | Q2 | 3.56% |
| Q1 | 3.57% |
IntelligenceEngine [FI]
GrowthLine is a commercial activation engine that elevates your advisors' digital presence and automates intelligent outreach across communication channels, converting insight into revenue.
Jump AI mines client meetings for insights—capturing discussion points, action items, and tasks—so your advisors can easily pinpoint opportunities to consolidate assets and strengthen client relationships.
With tools like MoneyGuide and eMoney, advisors can assess their clients’ entire financial landscape, identifying overlooked assets and guiding more informed, impactful decisions.
Cetera’s Financial Plan Design team builds custom plans that do more than check the boxes—they uncover overlooked asset opportunities and free up time, so your advisors can focus on converting insights into growth.
AdviceWorks’ account aggregation tool lets clients link outside accounts, giving your advisors visibility into held-away assets and opening the door to deeper advice and greater wallet share.
Advanced Time Segmentation breaks retirement planning into distinct, personalized time horizons, aligning assets with income needs to give clients confidence and a clear path forward through a fully managed portfolio.
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IntelligenceEngine
GrowthLine is a commercial activation engine that elevates your digital presence and automates intelligent outreach across communication channels, converting insight into revenue.
Jump AI mines your client meetings for insights—capturing discussion points, action items, and tasks—so you can easily pinpoint opportunities to consolidate assets and strengthen client relationships.
With tools like MoneyGuide and eMoney, you can assess your clients’ entire financial landscape, identifying overlooked assets and guiding more informed, impactful decisions.
Cetera’s Financial Plan Design team builds custom plans that do more than check the boxes—they uncover overlooked asset opportunities and free up your time, so you can focus on converting insights into growth.
AdviceWorks’ account aggregation tool lets clients link outside accounts, giving you visibility into held-away assets and opening the door to deeper advice and greater wallet share.
Advanced Time Segmentation breaks retirement planning into distinct, personalized time horizons, aligning assets with income needs to give clients confidence and a clear path forward through a fully managed portfolio.
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Technology
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