Investment Sweep

We can help you automate your daily cash management decisions. We will monitor your balances daily and automatically sweep funds to or from your investment product. This helps you avoid costly overdrafts and enjoy immediate access to your investment balances.

Pegasus Bank offers access to investment services through its alliance with LPL Financial. LPL Registered Financial Consultants at Pegasus Bank can offer a wide range of products including stocks, treasury securities and mutual funds.

Securities are offered through LPL Financial, Member FINRA and SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. LPL Financial and Pegasus Bank are independent entities.

  • Not FDIC Insured
  • Not bank guaranteed
  • May lose value
  • Not insured by any federal government agency
  • Not a bank deposit

Financial Consultants are registered to conduct business in the state of Texas.