Money Fund Portal
Money Fund Portal
With the Treasury Curve Money Fund Portal, Coupa customers can research, trade, report, and analyze investments across all of your accounts and currencies.
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.
“Treasury Curve has excellent customer service and a deep understanding of corporate Treasury. They are there when we need support, and have spent the time to understand our company and processes.”
—Greg Hamilton, Treasurer, Bechtel Corporation
Money Fund Portal Application
Only one short application to access all providers. Give it a try, for free!
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
The information contained in this Website is intended for use by U.S. institutional investors only. It is not intended for use by non-U.S persons. This Website is not directed to any person in any jurisdiction where (by reason of that person’s residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply must not access the Website. The information herein is not for distribution to and does not constitute an offer to sell or the solicitation of any offer to buy any securities.
“Website” means www.treasurycurve.com and all information and materials contained therein.
A U.S. institutional investor is defined as any entity that is:
- a public sector entity,
- a corporation,
- a partnership,
- a trust,
- a bank,
- an investment adviser,
- an employee benefit plan,
- another similar entity incorporated or organized in the U.S.,
- another similar entity having a U.S. trustee, or
- an account held for the benefit of the foregoing entities.
The information contained in this Website or accessed via this Website is intended for use by non-U.S. institutional investors only. It is not intended for use by U.S Persons, and should not be accessed by any person in the United States. The information herein is not for distribution to and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America to or for the benefit of United States persons. This Website is not directed to any person in any jurisdiction where (by reason of that person’s residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply must not access the Website.
“Website” means www.treasurycurve.com and all information and materials contained therein.
A non-U.S. investor is defined as any entity that is NOT:
A natural person resident in the U.S.,
- A corporation or partnership incorporated or organized in the U.S., (excluding an offshore branch or agency of a U.S. person that operates for valid business reasons and is engaged and regulated as an insurance company or bank),
- A branch or agency of a foreign entity located in the U.S.,
- A trust of which the trustee is a U.S. person (unless a non-U.S. person has or shares investment discretion),
- An estate of which a U.S. person is the executor or administrator (unless the estate is governed by foreign law and a non-U.S. person has or shares investment discretion),
- A non-discretionary account held for the benefit of a U.S. person,
- A discretionary account held by a U.S. dealer or fiduciary (unless held for the benefit of a non-U.S. person), and
- Any entity organized or incorporated for the purpose of evading U.S. securities laws.
Money Fund Portal Application
Only one short application to access all providers. Give it a try, for free!
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
The information contained in this Website is intended for use by U.S. institutional investors only. It is not intended for use by non-U.S persons. This Website is not directed to any person in any jurisdiction where (by reason of that person’s residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply must not access the Website. The information herein is not for distribution to and does not constitute an offer to sell or the solicitation of any offer to buy any securities.
“Website” means www.treasurycurve.com and all information and materials contained therein.
A U.S. institutional investor is defined as any entity that is:
- a public sector entity,
- a corporation,
- a partnership,
- a trust,
- a bank,
- an investment adviser,
- an employee benefit plan,
- another similar entity incorporated or organized in the U.S.,
- another similar entity having a U.S. trustee, or
- an account held for the benefit of the foregoing entities.
The information contained in this Website or accessed via this Website is intended for use by non-U.S. institutional investors only. It is not intended for use by U.S Persons, and should not be accessed by any person in the United States. The information herein is not for distribution to and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America to or for the benefit of United States persons. This Website is not directed to any person in any jurisdiction where (by reason of that person’s residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply must not access the Website.
“Website” means www.treasurycurve.com and all information and materials contained therein.
A non-U.S. investor is defined as any entity that is NOT:
A natural person resident in the U.S.,
- A corporation or partnership incorporated or organized in the U.S., (excluding an offshore branch or agency of a U.S. person that operates for valid business reasons and is engaged and regulated as an insurance company or bank),
- A branch or agency of a foreign entity located in the U.S.,
- A trust of which the trustee is a U.S. person (unless a non-U.S. person has or shares investment discretion),
- An estate of which a U.S. person is the executor or administrator (unless the estate is governed by foreign law and a non-U.S. person has or shares investment discretion),
- A non-discretionary account held for the benefit of a U.S. person,
- A discretionary account held by a U.S. dealer or fiduciary (unless held for the benefit of a non-U.S. person), and
- Any entity organized or incorporated for the purpose of evading U.S. securities laws.
Receive insights and treasury best practices from the experts.
Sign up for the Monthly Treasury Curve Newsletter
Receive insights and treasury best practices from the experts. Sign up for the Monthly Treasury Curve Newsletter
*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