How do I set up Two-Way Sweep?

Learn how to set up Two-Way Sweep.

Here are step-by-step instructions on how to set up Two-Way Sweep.

1. Link your checking account.

You will need to instantly connect your checking account if you have not already done so.

2. Open Cash Reserve.

In order to use Two-Way Sweep, you must first have Cash Reserve. Click on “Add New” and follow the prompts to open your high-yield cash account.

3. Review your cash analysis results.

Once Cash Reserve is set up, choose it from the menu on the left. You will then see a cash analysis box. Click on “View Analysis” to see if you have any extra cash.

4. Configure your Two-Way Sweep settings.

  • If extra cash is found, you’ll be able to make a deposit and then turn on Two-Way Sweep.
  • If no extra cash is found, you can still turn the feature on. Simply choose Cash Reserve from your account list on the left, click “Deposit” on the right, and the deposit flow will give you the option to set up Two-Way Sweep.
  • If you prefer to set your own target balance range, you can set your own minimum and maximum balance for your checking account.
  • We will notify you via email before a sweep takes place. You have until 12 PM EST the following day to cancel the sweep, either through the link in the email, or in your account.