Money Fund Portal

Money Fund Portal

With the Treasury Curve Money Fund Portal, you can research, trade, report, and analyze investments across all of your accounts and currencies.

  • Research current holdings and investment options
  • Trade funds across investment providers
  • Report on holdings, balances and transaction details
  • Analyze investment guideline compliance
Money Fund Portal
  • Money Fund Portal

You choose the funds you want, according to your investment guidelines. Workflow and compliance is embedded. Select from all money fund categories, including ESG and enhanced cash/ultra-short funds from providers that include funds owned by women, minorities, and veterans.

Money Fund Portal Demo Video

Money Fund Portal Application

To apply for a new account, please print, complete, and mail a new account application to:

Treasury Curve, LLC
648 Menlo Avenue, Suite 2
Menlo Park, CA 94025

You choose the funds you want, according to your investment guidelines. Workflow and compliance is embedded. Select from all money fund categories, including ESG and enhanced cash/ultra-short funds from providers that include funds owned by women, minorities, and veterans.

Money Fund Portal Demo Video

Money Fund Portal Application

To apply for a new account, please print, complete, and mail a new account application to:

Treasury Curve, LLC
648 Menlo Avenue, Suite 2
Menlo Park, CA 94025

*Any claims, statements or testimonials may not be representative of the experience of all clients and is no guarantee of future performance or success.

Investments like stocks, bonds, mutual funds and annuities are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value

Investments in money market funds are not guaranteed or insured by the Federal Deposit Insurance Corporation or any other government agency. While money market funds seek to maintain the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds. The prospectus is available via the link to the asset manager on the Research page in the column entitled Fund Company URL. The prospectus contains more complete information about each Fund including distribution fees and expenses. An investor should read the prospectus carefully before investing or sending money.

Treasury Brokerage, LLC is a registered broker-dealer and a member FINRA/SIPC.

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.  |  brokercheck.finra.org

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.

brokercheck.finra.org

1.877.9TCURVE | info@treasurycurve.com