National Financial – NewEdge Securities, Inc. FDIC Insured Cash Sweep

Multiple List Program

Effective: August 14, 2026

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Bank Sweep Program
	Bank Name	Location	FDIC Cert
1	American Express National Bank *	Sandy, UT	27471
2	Bank of Baroda	New York, NY	33681
3	Barclays Bank Delaware	Wilmington,DE	57203
4	BMO Bank National Association	Chicago, IL	16571
5	Citibank, National Association	Sioux Falls, SD	7213
6	Deutsche Bank Trust Company Americas	New York, NY	623
7	JPMorgan Chase Bank, National Association	Columbus, OH	628
8	Manufacturers and Traders Trust Company *	Buffalo, NY	588
9	PNC Bank, National Association	Wilmington, DE	6384
10	State Street Bank and Trust Company	Boston, MA	14
11	The Huntington National Bank	Columbus, OH	6560
12	Tristate Capital Bank	Pittsburgh, PA	58457
13	U.S. Bank National Association	Cincinnati, OH	6548
14	UBS Bank USA, National Association *  **	Salt Lake City, UT	57565
15	Wells Fargo Bank, National Association	Sioux Falls, SD	3511
Level Fee Program
	Level Fee Accounts: All States
1	State Street Bank and Trust Company
2	Bank of Baroda
3	American Express National Bank
4	Deutsche Bank Trust Company Americas
5	UBS Bank USA, N.A
6	Barclays Bank Delaware
7	JPMorgan Chase Bank, National Association
8	BMO Bank National Association
9	Manufacturers and Traders Trust Company
10	PNC Bank, National Association
11	Wells Fargo Bank, National Association
12	U.S. Bank National Association
13	Citibank, National Association

 

 

*Wholesale customer account types will not be allocated to this bank

**Trust customer account types will not be allocated to this bank

The banks noted in italics are currently excess banks