¹Terms and limitations apply. 4 week Treasury bill rate (as of
10/01/2024) when held to maturity. Rate is shown gross of the 0.03% per month fee on the average daily balance. Yields on Treasury Bills are subject to change with economic conditions and the yield would be lower if fees were taken out. For a list of fees,
see here. Treasury bills are investments.
Cash in your Evergreen Checking Account at Coastal Community Bank, Member FDIC, earns a variable 5.00% Annual Percentage Yield as of
10/01/2024. The APY may change at any time.
Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt.
US Treasury bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see
www.sipc.org.
²While other similar products may exist, we believe we are the first and the best at seamlessly integrating the features of a banking product and a Treasury bill account.
³Source:
treasurydirect.gov as of
10/01/2024.
⁴The value of Treasury bills fluctuates and investors may receive more or less than their original investments if sold prior to maturity.
*National average savings, interest checking, money market & CD rates as of
10/01/2024. Source:
fdic.gov
Evergreen Money Corporation is a financial technology company, not a bank. Banking products are provided by Coastal Community Bank, Member FDIC, pursuant to a license from Visa USA Inc. Deposits are insured up to $250,000 per depositor.
Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor.
Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.
INVESTMENTS IN TREASURY BILLS AND OTHER INVESTMENTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.
Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See
FINRA BrokerCheck,
Jiko U.S. Treasuries Risk Disclosures, and
Jiko Securities Inc. Form CRS.
Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.
INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.
Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services can be found here on
Form ADV Part 2A & 2B and
Form CRS.
Brokerage Services offered by DriveWealth, LLC, a registered broker dealer, member of FINRA and SIPC. View the firm’s background on
FINRA’s BrokerCheck.
All investing involves risk, including the possible loss of principal, and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
Evergreen Wealth Corporation, Evergreen Wealth Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.
For clients with a Liquid Treasuries account: Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see
sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See
FINRA BrokerCheck,
Jiko U.S. Treasuries Risk Disclosures, and
Jiko Securities Inc. Form CRS.