Any rewards or free trials offered through Gainy's client referral program are subject to full program terms & conditions. Any third-party information provided therein does not reflect the views of Gainy or any of its subsidiaries or affiliates. ![]() I hope it makes the material more approachable. The benefit of an unedited tutorial is that it exposes the small habits and tricks that are otherwise not shared. It requires six quick steps so I chose to capture the process in its entirety. Eligibility is based on the type of investment account and nature of account ownership. This is the first of two videos explaining the cash sweep in a simple LBO model. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. There are two sweep features for clients to earn income on uninvested cash balances in their account the Bank Deposit Sweep (one for natural persons and one for all other types of customers) and the Money Market Fund Sweep. They are also not research reports and are not intended to serve as the basis for any investment decision. They are meant for educational and informational purposes only, are not intended to serve as a recommendation to buy or sell any security, and are not an offer to buy or sell a security. Opinions provided on Gainy’s platform on YouTube, Instagram, TikTok, and other social media, as well as on Gainy’s website and in Gainy’s newsletters, reflect the opinions of only the authors who are associated persons of Gainy and do not reflect the views of Gainy, or any of its subsidiaries or affiliates. The price of a given security may increase or decrease based on market conditions and clients may lose money, including their original investment and principal. Investors should consider their investment objectives and risks carefully before investing. ![]() There is always the potential of losing money when you invest in securities or other financial products. With a sweeps account, excess cash balances are automatically invested. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. We offer a number of investment and sweep services to assist you in maintaining. Keep in mind that while diversification may help spread risk, it does not ensure a profit or protect against loss. All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. Brokerage and custodial services are offered by DriveWealth LLC, a registered broker-dealer, and member of FINRA/SIPC. Also, please read Gainy’s FAQ for answers to popular questions. ![]() Please refer to Gainy’s ADV Part 2A, Clients’ Agreement, and Gainy’s policies for additional details. Additionally, Gainy does not provide tax advice, and investors are encouraged to consult with their tax advisors. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. SEC Registration does not imply a certain level of skill or training. ("Gainy") is an SEC-registered investment adviser.
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