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Andrew S.

Contributor Level

Total Points
103

1 Review by Andrew

  • TreasuryDirect

2/9/23

Call at 5AM to avoid long holds and if you want something to whine about, try Fidelity, where they are professionals at misinformation and asking you 'how much are you planning on bringing in?'. My star rating is scored on the curve. These people at TD are doing very well given how underfunded and in demand they are. I taught myself how to maximize the site, i.e. I set up multiple links to several bank accounts, payroll direct deposit, and I use the C of I as my sweep account. Much better than brokerages to earn a steady return on money needed in <2 years.

Tip for consumers:
Yes, first call Fidelity's so called Investor Solutions dept *******548 and ask their employees some questions that you already know the answer to and see how many different incorrect answers you get, so you have a point of reference for evaluating TD. Here's a question you should definitely try: Tell them you want to transfer a TreasuryDirect T-bill to Fidelity and what is Fidelity's routing number and Bank for transferring T-bills to Fidelity. You will get multiple answers.

Andrew Has Earned 3 Votes

Andrew S.'s review of TreasuryDirect earned 3 Very Helpful votes

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