This finance template includes 8 fields. Request configuration of an automatic sweep account to optimize cash balances and reduce idle funds. Free to customize and use on ZenBuild.
Account Holder Name (text, required)
Primary Account Number (text, required)
Contact Email (email, required)
Sweep Type (dropdown selection, required) — options: Zero Balance Account, Target Balance Sweep, Investment Sweep, Concentration Account
Target or Minimum Balance (number, required)
Destination Account or Fund (text, required)
Sweep Frequency (dropdown selection, required) — options: Daily, Weekly, Monthly
