HilltopSecurities Money Fund Portal
Simplify Your Liquidity Strategy
Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The HilltopSecurities Money Fund Portal in partnership with Treasury Curve can help.
HilltopSecurities Money Fund Portal
Simplify Your Liquidity Strategy
Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The HilltopSecurities Money Fund Portal in partnership with Treasury Curve can help.
Elevated Money Management
Research
Access detailed information about your current holdings with a single click and research a wide range of money market funds.
Trade
Execute trades seamlessly with major asset management providers for your liquidity and money market funds. Use the intuitive interface to manage your investments with efficiency and speed, ensuring you can act swiftly in response to changing business needs or interest rates. Choose the auto-settle option to have money move automatically to fund purchases from your bank account.
Report
Gain complete visibility over your investments with robust reporting tools. Monitor your holdings, balances, yields, and transaction details in real-time, from your tablet, smartphone, or laptop, ensuring you always have the latest information at your fingertips.
Analyze
Stay compliant and optimize your investment strategy with the advanced analytics tools. Built-in compliance features help to keep your investments in compliance with your investment policy guidelines. Make data-driven decisions for selecting funds.
Why HilltopSecurities?
Cost-Effective Solution
The Money Fund Portal is free, offering a cost-effective way to streamline your cash and investment management process without additional expenses. And the simplified application makes it fast and easy to get started, allowing you to use one application for all accounts across all fund providers and to quickly reap the benefits of the advanced platform.
Complete Autonomy
The Money Fund Portal allows you to manage your investments without being tied to a single bank or investment provider. Diversify your portfolio with ease, accessing investment options across multiple institutions.
Direct Trading
The Money Fund Portal trades directly on your behalf, eliminating the need for a third-party custodian. This direct approach between the client and investment manager enhances efficiency and control over your investments.
Experience the future of investment management with the HilltopSecurities Money Fund Portal. Diversify your liquidity risk, position yourself to optimize returns, and simplify your investment strategy today.
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.
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The Hilltop Securities Money Market Portal, and related accounts, are powered by Treasury Brokerage, LLC (a/k/a Treasury Curve) and maintained exclusively by Treasury Brokerage, LLC, and are made available as a service to certain clients of Hilltop Securities, Inc. (a/k/a Hilltop). Treasury Curve and Hilltop are unaffiliated and under separate control.
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.
Hilltop Securities, Inc. is a member FINRA, NYSE and SIPC.
Information contained herein was obtained from sources believed to be reliable and may change without notice. Accuracy cannot be guaranteed.
For Institutional Investors Only.
Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC. | brokercheck.finra.org