We do not currently offer sweep accounts to our commercial customers. If we wanted to offer this to our business customers, where do we start in getting something like this going? As far as compliance goes, what do I need to know? Are there certain disclosures/agreements we need to set up? Disclosures required each time there is a sweep? I'm sorry if these are stupid questions, I just want to make sure I have all of my ducks in a row.
Thanks so much!