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We are re-engineering traditional banking and investment products to deliver a new way for sophisticated clients to grow, invest, and manage their money.
Founder Bill Harris speaks with Tyler Mathisen of CNBC about Liquid Treasuries.
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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, not bank guaranteed, 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. The above interview occurred on 6/21/2024 and information provided, including yields, may no longer be available. The tax effective yield discussed in the interview is a hypothetical and does not pertain to a specific state or tax bracket, and the yield discussed may not apply to your specific circumstances. You should consult your own tax advisor before engaging in any transaction.
Liquid Treasuries
TM
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4.84%
yield
1
The yield of
Treasuries
The speed
of checking
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.
Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt.
Select the disclosure you need from the variants on this component.
The yield of
Treasuries
The speed
of checking
See Terms
NEW AND BETTER
High Yield Checking
swept into US Treasury bills
4.84%
yield
1
A Liquid Treasuries account combines the high yield and tax savings of US Treasury bills with the convenience of a checking account including debit card, ATM, ACH, direct deposit and wire transfers.
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.
Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt.
Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor.
OUR SERVICE
We manage your money so you can manage your life
You’re an achiever. Your time is valuable and scarce. Time management requires balancing the demands at work and the responsibilities at home.
Our service saves you the hassle of moving money between different banks in search of high yield and instant availability. At Evergreen, you save more time and earn more money.
EXPERT TEAM
Founded by financial technology veterans
For thirty years, Bill Harris has been at the intersection of investing, tax and technology. He ran TurboTax, was CEO of PayPal and Intuit, and founded Personal Capital, an investment firm he grew to over $23 billion in assets under management.
Our 50-person team includes experienced software engineers, product and marketing managers, client service associates, operational personnel and compliance staff.
BILL HARRIS
Founder of
Evergreen Money
EVERGREEN MONEY
We combine technology and people
Technology Center
Wynwood, Miami, FL
The development, product, and marketing specialists who build the technology
Advisory Center
Research Triangle, NC
The wealth advisory and banking operations teams
who serve you 24x7
Technology Center
Wynwood, Miami, FL
The development, product, and marketing specialists who build the technology
YOUR TEAM
We're here day and night
Evergreen Money Advisors is an SEC-registered investment advisor. Our wealth advisors and associates, operations managers and overnight staff are available to assist with your financial questions 24 hours a day, seven days a week.
UNIFIED BANKING & INVESTING
Technology-driven private banking
Evergreen is an investment advisory firm dedicated to bringing innovation to the staid world of asset management. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution to each individual client.
You are in the most productive phase of your life, building your family, your career, and your wealth. The world depends on providers like you. But true wealth is more than just money. We manage your money so you can manage your life.
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.