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How do I get started with Treasury Accounts?
How do I get started with Treasury Accounts?
Updated over a week ago

We can walk you through the step-by-step. All images shown are for illustrative purposes only and do not reflect current yields or your own personal yield.

Getting started begins on your portfolio home screen, the first button on the left at the bottom of the app.

Tap on Treasuries, to the right of your Equities and Crypto holdings.

This will bring up the Treasury Account display with your future or current holdings, and all documents and resources at the bottom.

Tap on Buy. This will lead you into the amount and method of deposit.

As shown in the screenshots below: to select your bank to fund the trade or buying power: at the top of your app screen, under “Buy Treasury Bills”, you will see a blue link with your connected bank account.

Tap on your bank account name and last four digits in blue to select your payment method for your order: select your bank or buying power.

Buying Treasury Bills will typically pull funds from your bank account to pay for your trade, unless you choose otherwise.

Select the dollar amount for your investment, tap next.

When your trade is complete, a pop-up window will confirm your order is complete and you will also see this in your order history, under completed.

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Free trading refers to $0 commissions for Open to the Public Investing, Inc Financial self-directed individual cash brokerage accounts that trade U.S. listed securities via mobile devices. Relevant SEC & FINRA fees may apply. Please see our Commission and Fee Schedule.

This is not an offer, solicitation of an offer or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Open to the Public Investing, Inc is not registered.

Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value.

All U.S. Treasury investments and investment advisory services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account are protected up to $500,000. For details, please see services provided by Jiko Bank, a division of Mid-Central National Bank.

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.

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