Bank Deposit Sweep Program Account Fees
As discussed in Avantax’s Standard Bank Deposit Sweep Program Disclosure Document, Avantax earns fees for administering the Bank Deposit Sweep Program. These account fees will in almost all circumstances be substantially greater than the amount of interest customers earn from the same balances. Avantax will update this chart following the close of each calendar quarter in order to provide you updated historical fee information with respect to the Bank Deposit Sweep Program.
| Year | Quarter | Avantax Fee for Bank Deposit Sweep Program |
|---|---|---|
| 2025 | Q1 | 3.57% |
| Q2 | ||
| Q3 | ||
| Q4 |