Money Fund Portal
Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The Treasury Curve Money Fund Portal can help.
Money Fund Portal
Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The Treasury Curve Money Fund Portal 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 and enhanced cash funds.
Trade
Execute trades seamlessly with all major asset management providers for your liquidity and money market funds. Use our 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 our auto-settle option to have money move automatically to fund purchases from your bank account.
Report
Gain complete visibility over your investments with our 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 our 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.
“The Treasury Curve platform has provided CHA with seamless online transactions in the management of our cash.”
—Michael J. Gurgone, CPA, Treasurer, Vice President of Finance, Chicago Housing Authority
Why Treasury Curve?
Complete Autonomy
As an independent platform, Treasury Curve 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
We trade 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. You can learn more about direct trading by reading our blog.
Cost-Effective Solution
Our Money Fund Portal is completely free, offering a cost-effective way to streamline your cash and investment management process without additional expenses. And our simplified application makes it fast and easy to get started, allowing you to use one application for all accounts and to quickly reap the benefits of our advanced platform.
Experience the future of investment management with the Treasury Curve 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.
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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*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