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Initial Account Funding/Sweeps

Starting the first business day after your account is opened, and subsequently on the 20th day of each month (or the first business day thereafter), funds will automatically be transferred to or from your SEI CAA according to your instructions provided on the deposit account application.

The Target Minimum balance is the lowest amount you would like available in this checking account after the monthly sweep. If your checking account balance is less than your Target Minimum amount, we will sweep funds from your linked SPTC account to your CAA to bring your checking account balance up to this minimum.

The Target Maximum balance is the highest amount you would like available after the monthly sweep. If your checking account balance is more than your Target Maximum, we will sweep funds from your CAA to your linked SPTC account to bring your checking account balance down to that maximum.

Note, initial account funding will take place even if a check is sent in for deposit at the time of application.