Corporate Treasury & Investments

Optimize operating cash yields while preserving liquidity and multi-million FDIC protection.

Institutional Liquidity Management

Tailored solutions aligning with your company's Investment Policy Statement (IPS).

Automated Overnight Sweeps

Surplus operational cash automatically swept into yield-bearing money markets overnight.

  • Custom operating cash target thresholds
  • Same-day liquidity recall
  • Automated daily reconciliation
Setup Sweeps
High Security

CDARS Multi-Million FDIC

Access up to $50 Million in full FDIC protection across our IntraFi network partners.

  • One single consolidated statement
  • Full FDIC protection beyond $250k
  • Zero administrative overhead
Consult Treasury Desk

Commercial Paper & Notes

High-grade short term corporate paper and US Treasuries managed by licensed strategists.

  • Tier-1 corporate issuer access
  • Flexible maturity ladders (30 - 360 days)
  • Board-ready compliance reporting
Speak with Advisor