At-a-Glance
SVB Cash Sweep – Sweep Management
Sweep Management
Modify your SVB Cash Sweep account target balance and/or fund allocations on this page.
Note: Any changes made on this page will not be reflected on the Sweep Portfolio page until the following business day.
From Sweep Portfolio, click on the Sweep Management button at the bottom of the page to navigate to the Sweep Management page.
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Target Balance: Modify the minimum balance required in your deposit account in order for sweep to occur. This change will be
effective in your deposit account as of current day.
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Lists the fund(s) in which you are investing.
- Clicking the fund name hyperlink will bring up a window
summarizing the fund’s holdings and provides links to
helpful documentation, such as the fund prospectus.
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Pending Allocation: Shows the breakdown of how your funds are allocated and the percentage amount that will be invested in
each fund, based on the previous night’s sweep balance. Fund changes will be effective the next business day.
- Change the allocation amount by entering the percentage you want to invest in the selected fund. The total allocation must add
up to 100% or the system will not allow you to continue—the Update button will be inactive and an error message will appear:
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This X button will remove the fund position completely.
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The Add Allocation button allows you to add a new fund for investing. Simply click on the Fund name to select the new fund or
click the Find Funds via Research button at the top to be taken to the Research page.
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The Update button will be inactive until a change is made on the page. Once the information has been correctly modified, the
button will become active and must be clicked to save any changes.
Note: Any changes made on this page will not be reflected on the Sweep Portfolio page until the following business day.
Investors in a money market fund should consider carefully the information contained in the prospectus of the fund, including investment objectives,
risks, charges and expenses. You can obtain a prospectus by clicking on specific fund companies at www.svb.com/cash-sweep or by calling your
relationship advisor at Silicon Valley Bank. Please read the prospectus carefully before investing.
Investments in Money Market Funds:
Although money funds seek to preserve the value of your investment at $1 per share, it is possible to lose money by investing in a money market fund.
©2016 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is
the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT
HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Rev. 05-23-16
At-a-Glance: SVB Cash Sweep – Sweep Management
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