What needs to be set up before a cash sweep can be created?

You need to have a model portfolio to set up a cash sweep, if this has not already been created at the original stage of onboarding you will need to go to Add Portfolio.

Note: A Cash Sweep can be set up for an account with only a Self-Directed portfolio and no model portfolios, however nothing will occur.

An Investment profile must be created as this will allow the Platform to sweep funds in accordance to an allocation.