Best way to handle a bank account that doesn't need balances swaps

MeghanBaylor

We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to:

1. Exclude it from all balance swap activity – it should not be swept or adjusted during cash management.
2. Maintain a consistent reconciled balance in the account without system-generated transfer suggestions.
3. Continue to reconcile the account monthly as an investment account.
4. Avoid having this account included in admin fee or distribution calculations if it's not holding grantable or fee-bearing funds.

I'd love your input to make sure this will accomplish our goal and there aren't any risks with reclassifying it from a bank account to an investment account.

Thanks so much for your help!