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Cash Management

Cash is an important asset and all clients, regardless of their life stage, may need sufficient liquidity. However, there is no reason for cash to sit idle when it can earn income. 

Clients using our cash sweep programs have their excess cash automatically transferred into an interest-bearing account earning a competitive interest rate while also receiving FDIC, SIPC and/or excess SIPC insurance. 

Our cash sweep programs also help clients diversify their cash the same way we help diversify your investments.  This means cash can continue working toward long-term financial goals while remaining accessible for near-term needs.  Putting money to work isn’t just about investing-it’s also about earning interest on money awaiting investment. 

We help our clients manage their cash despite ever changing market conditions; this includes offering options such as debit cards that allow clients to easily and conveniently access their cash.  In addition, our clients benefit from our 24/7 assistance and industry leading fraud protection services.  

At Woodforest Financial Services, we offer the following cash management options:

  • Daily cash “sweep” to a money market
  • Check writing with overdraft protection
  • Automatic payment/funds transfer at no cost
  • Debit card and/or credit card
  • Online account access
  • Rewards program
How Can We Help You?

Contact us today to learn more about investment and insurance services provided by Woodforest Financial Services.


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