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Initial Funding/Automatic Monthly Transfer

Initial Funding – The figure indicated as the initial funding amount on your Cash Advantage – Checking Account application will be transferred from your AssetMark Trust custodial account to your Bancorp Checking account even if a deposit is made from another source.

Automatic Monthly Transfer - On the 15th day of each month (or the first business day thereafter), a funds transfer will be automatically initiated to or from your Cash Advantage – Checking Account according to your current instructions on file as provided on the Cash Advantage account application or as updated thereafter.

Target Minimum (required) is the lowest amount you’d like available in your Checking Account after the monthly sweep. If your Checking Account balance is less than your Target Minimum (required) amount, funds will be transferred from your linked AssetMark Trust custodial account to your Checking Account in order to achieve your Target Minimum (required) balance. Target Maximum (optional) is the highest amount you’d like available in your Checking Account after the monthly sweep. If your Checking Account balance is greater than your Target Maximum (optional) amount, funds will be transferred to your linked AssetMark Trust custodial account in order to maintain your designated Target Maximum (optional) balance.

Please note that the transfer of funds may involve the sale of investments or assets which may result in taxable events for you.

To change your Target Minimum (required) or Maximum (optional) balances log in to your Cash Advantage account. Under the Funds Transfer tab, choose “Manage Monthly Target Balances” from the links on the left.

Your automatic monthly transfers and target monthly sweeps will begin after your checking account has been funded for the first time.