The DriveWealth Bank Sweep Deposit Program

Program Banks

Effective Date: October 1, 2025

DriveWealth is making a change to the DriveWealth Bank Sweep Deposit Program. Starting in January, Cathay Bank will be added to the list of Program Banks to which free credit balances may be swept. For more information on the program please see legal.drivewealth.com/cash-management-program-disclosure-statement-bank-sweep

A current list of Program Banks is available below:

• Citibank, N.A.

• Customers Bank

• Axos Bank

• Third Coast Bank

• Truist Bank

• BankUnited, N.A.