IRA Advisory Sweep Rate Schedule

The current interest rate for IRAs participating in any of our advisory programs is provided below.

IRA Advisory Accounts Interest Rate*
Rate effective July 1, 20261.17%
*Interest rates are expected to be updated monthly, and the rate indicated is net of fees. D.A. Davidson reserves the right to change rates without advance notice.

IRA Advisory Sweep Fee Schedule

The Davidson Fee is a monthly level fee per account, which is determined by D.A. Davidson and linked to the Federal Funds Target Rate and not based on the amount of customer cash balances in the BIDP IRA Advisory.

Fed Funds Target (FFT)D.A. Davidson IRA Advisory Sweep Fee (monthly)
Below 0.00%$0.00
0.00%-0.25%$1.25
0.26%-0.50%$3.50
0.51%-0.75%$5.25
0.76% - 1.00%$6.75
1.01% - 1.25%$8.00
1.26% - 1.50%$8.50
1.51% - 1.75%$9.00
1.76% - 2.00%$9.50
2.01% - 2.25%$10.00
2.26% - 2.50%$10.50
2.51% - 2.75%$11.00
2.76% - 3.00%$11.50
3.01% - 3.25%$12.25
3.26% - 3.50%$13.00
3.51% - 3.75%$13.75
3.76% - 4.00%$14.50
Above 4.00%$15.00