M2 Trust Cash Management Account Sweep Rates and Yields


Cash Management Account Sweep Program

The Cash Management Account (“CMA”) Sweep Program allows self-directed IRA and certain retail business clients to earn a return on uninvested cash balances by automatically “sweeping” cash balances into a sweep vehicle until such balances are invested or otherwise used to satisfy obligations arising in the account.


Deposit Sweep Rates as of 12/31/2019

CURRENT RATE Annual Percentage Yield




Participating Banks

TriState Capital Bank

One Oxford Centre

Pittsburg, PA 15219


As of March 2020, the FDIC insured banks listed above are participating in the CMA Sweep Program. The rate of return for the CMA Sweep Program will vary over time and may be lower than rates available to clients making deposits directly with the participating banks, or at other banks. We determine the amount of interest being paid, which banking institutions will participate and the amount of deposits held at each institution. We provide this service as the authorized Custodian and agent for your account and not in a fiduciary capacity. The banks participating in our Cash Management Account Program may change without notice.


Contact Person


M2 Trust

Contact Person: Paul E. Maxwell, President Trust Division

Phone: (303) 962-7363

Toll Free: (888) 265-1225

Email: pmaxwell@M2trustservices.com