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FDIC Insurance on up to $25,000,000

We understand the desire to protect your assets so we offer a bank sweep program that provides up to $25,000,000 of FDIC insurance for a single tax ID.

To open an account, follow the instructions below. Individual and joint account can be opened online. Please contact our firm to open an account for a Trust or a business.

  • Visit:
  • Click Sign Up
  • Complete the form
    1. In the Online Access Authorization, enter Tushar Kumar for the Advisor name and for the e-mail address. 

If you have any questions, please call Tushar at (408) 489-3980.