For The Next-Generation Treasury

  • Edited 4 months ago

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Our unique position in the market place allows us to deliver global liquidity management to companies of all sizes.  With the help of our custodian Interactive Brokers strategic investment in disruptive technologies we can integrate liquidity, payments and FX to drive efficiency.  Our growing suite of solutions tackles your cross-border liquidity challenges to help you optimize cash flow, lower risk and automate processes, while also seamlessly managing long-term investments all in one account.

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The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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