ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement and learn what it means for your business and your clients.
During this one-hour webinar, we’ll cover:
- What the Bank Deposit Sweep Program is and how it differs from the current money market sweep
- Why ESI is making this change and the benefits of FDIC-insured bank deposits for client cash
- How the program will work, including account eligibility and the treatment of uninvested cash
- When key implementation milestones will occur for new and existing accounts
- Resources for you, client communications, and available support materials
- Live Q&A with the project team
This session is designed to provide the foundational knowledge you’ll need ahead of implementation and prepare you for upcoming client conversations.
Webinar Details
Date: Wednesday, July 8, 2026
Time: 2:00–3:00 p.m. ET
Who Should Attend: Financial Professionals, Managing Directors, General Agents, Sales Assistants, and Operations Staff supporting ESI business.
We look forward to having you join us.
TC9001619(0726)1
