FICA® | For Advisors

A Federally Insured Cash Account Designed to Capture and Protect Client Wealth

  • Federally insured up to $25 million per tax ID
  • Eliminate reliance on uninsured money funds
  • Complement to transaction (sweep) balances
  • Potentially maximize rates on clients’ non-transactional cash balances
  • Compete for deposits held outside of the advisory relationship
  • Integrates with data aggregators

FICA For Advisors Rate is consistently 20X's the
FDIC National Savings Rate.

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How Does FICA® | For Advisors Work?

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Kyle McAndrew

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