To add a new sweep definition, fill out the fields in the Add A Sweep section of the screen.
Select an account from the Account to Check drop-down list. This is the account that will be monitored against the threshold value specified in the Threshold/Target Amount field.
Select a condition from the Condition drop-down list. If you choose Rises Above, the monitored account will have money swept out if its balance exceeds the threshold. If you choose Falls Below, the monitored account will have money swept in if its balance drops below the threshold.
Specify the threshold amount in the Threshold/Target Amount field.
Select an account from the Account to Adjust drop-down list. This account will receive money swept from the monitored account for Rises Above sweeps, and will contribute money to the monitored account for Falls Below sweeps.
Enter the E-mail Address of the person who is to be notified when this sweep occurs.
Note: Failure notifications for Sweeps will be sent each time a scheduled or recurring transfer is run where the Sweep Condition has been met but the system was unable to process the adjustment.
Click the Add button.