Marygold & Co против Percapita Использование & Stats

Money. Simplified. Organized.™ Introducing Marygold & Co., a financial management app for today. Move money, invest, and secure your money, your way. Convenient spending, investing, and budgeting, all in one place. * Terms and limitations apply. Yield rate reflects 4 week Treasury Bill rate (as of December 2, 2024) when held to maturity. Yields on T-bills are subject to change with economic conditions. Rate is gross of fees. T-bills are purchased in increments of $100 par value at a discount; any remaining balance after purchase is held in cash. For a list of fees, see Marygold & Co. Advisory Services, LLC. Fee Schedule. For other important disclosures, see U.S. Treasuries Risk Disclosures. During the promotional period Marygold & Co. will provide an additional bonus, also referred to as a "boost", to clients who successfully open a Cash Management Account through Marygold & Co. At month-end, Marygold will look at the current T-bill yield at month's end then gross-up the return for each eligible client up to 6% and credit the boost amount to the client's account. This credit will take place before the Jiko advisory fee is deducted. This bonus program and associated activities comply with all... alignment with industry standards and regulatory updates. Promotional period will continue until June 30, 2025, or until assets under management reach $100.000.000.00. Eligibility for the bonus program or "boost" is limited to individual clients who successfully complete onboarding for the Cash Management Account specifically. Certain high-risk account types will be excluded based on internal risk assessments. At year-end the boost amount paid to a client will be reported on a 1099-MISC tax form. This bonus program is provided by Marygold & Co. Jiko Securities, Inc. has no affiliation with the bonus. For the latest annualized yield, see US Treasury Website. 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 INVESTMENT 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 www.sipc.org. Banking 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. Marygold & Co. Legal Documents: https://marygoldandco.com/legal-documents/ Marygold & Co. Advisory Services, LLC. Fee Schedule: https://marygoldandco.com/wp-content/uploads/2024/12/Marygold_Advisory_Fee_Schedule_Nov2024.pdf Marygold & Co. Advisory, LLC Fee Schedule: https://marygoldandco.com/wp-content/uploads/2024/12/Marygold_Advisory_Fee_Schedule_Nov2024.pdf Terms and Conditions: https://marygoldandco.com/wp-content/uploads/2024/12/Marygolds_Terms_and_Conditions_for_Cash_Management_Account___Bonus_Program_1-1.pdf U.S. Treasuries Risk Disclosures: https://marygoldandco.com/wp-content/uploads/2024/12/JSI_US_Treasuries_Risk_Disclosures_-_Marygold-1.pdf Jiko's FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/287507 Jiko U.S. Treasuries Risk Disclosures: https://jiko.io/docs/treasuries_risk_disclosure.pdf Jiko Securities Inc. Form CRS: https://jiko.io/docs/JikoSecuritiesFormCRS.pdf