Our capabilities for brokerage firms.
Our capabilities for brokerage firms.
Control fee revenue, attract high-value clients, fund an affiliated bank, and offer brokered CD customers more.
IntraFi is the #1 insured deposit sweep provider and the company behind market-leading products. Our value-added structuring advice and experience help brokerage firms to design sweep programs with superior economics and resilience in a range of market environments, as well as quickly deliver additional cash management offerings to their clients.
Control fee revenue.
Boost your firm’s bottom line and gain greater flexibility.
Your brokerage firm can realize cost savings when it replaces more cumbersome and expensive services with IntraFi offerings by enjoying better control over pricing and margins. Because we have built the largest network of its kind, we can offer banks access to tens of billions of dollars in deposits, distributed through a dozen sweep programs or more, ensuring they obtain the highly diversified funding they seek and eliciting a premium price. This increases the returns to our brokerage firm customers versus what they can achieve on their own or from other solutions.
Attract high-value clients.
Offer clients options that help balance safety, returns, and liquidity.
In addition to using IntraFi’s solutions to satisfy your clients’ demand for a safe, high-capacity deposit sweep option, your brokerage firm can grow client relationships by offering access to FDIC insurance above $250,000 for funds placed into demand deposit accounts, money market deposit accounts, and CDs.
By making expanded cash management options available to its clients, your brokerage firm can:
Fund an affiliated bank.
If applicable, provide your firm’s affiliated bank with lower-cost funding and potentially help it lower its liquidity requirements.
Using IntraFi’s reciprocal sweep offering, available for brokerage firms with an affiliated bank:
Augment your brokered CD offering.
Fulfill seven-, eight-, and even nine-figure orders with a single click.
IntraFi enables brokerage firms to provide a unique, streamlined approach to placing customer funds in CDs. With CDARS, your brokerage firm can offer its clients access to multi-million-dollar FDIC insurance.
When your firm chooses this option, it can:
Contact the IntraFi team to learn more about how to easily begin offering these tested, trusted products to your clients.
Deposit placement through IntraFi’s deposit placement services is subject to the terms, conditions, and disclosures in the program agreements. Limits apply and customer eligibility criteria may apply. ICS program withdrawals may be limited to six per month for money market deposit accounts. Deposits are placed at destination institutions in amounts that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one destination institution. Using multiple destination institutions provides access to aggregate insurance amounts across institutions that are multiples of the SMDIA. Although deposits are placed at destination institutions in amounts that do not exceed the SMDIA at any one destination institution, a depositor’s balances at the relationship institution that places the deposits may exceed the SMDIA (e.g., before settlement for a deposit or after settlement for a withdrawal) or be ineligible for FDIC insurance (if the relationship institution is not an insured depository institution). The depositor is responsible for making any necessary arrangements to protect such balances consistent with applicable law. If the depositor is subject to restrictions on deposits of its funds, the depositor is responsible for determining whether deposit placement through IntraFi’s services satisfies those restrictions. A list identifying IntraFi network banks may be found at https://www.intrafi.com/network-banks. The depositor may exclude particular insured depository institutions from eligibility to receive the depositor’s funds.