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Why does the yield to maturity on my T-Bill show 0%?
How do I update my address, phone number, or email address on my account?
Why does my account show a negative balance in my High Yield Checking account when I have funds in my account?
Who is Coastal Community Bank?
Why can't I enroll?
What devices can I use to access my Evergreen account?
What tax documents will I receive?
Where can I find your disclosures?
If I need more help, how do I reach Client Service?
My account may have been compromised, or I have an unauthorized charge. How do I notify you to protect my account?
How is my Liquid Treasuries account protected?
How does Evergreen work with Coastal Community Bank and Jiko Securities?
How do Liquid Treasuries deposits and withdrawals work?
How do I use my checking account?
How do Liquid Treasuries work?
What is a Liquid Treasuries account?
How can I close my account?

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Legal Privacy Center Form CRS

Evergreen Money Corporation is a financial technology company, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Deposits are insured up to $250,000 per depositor. The Evergreen Visa Debit Card is issued by Coastal Community Bank, Member FDIC, pursuant to licensing by Visa U.S.A. Inc.

Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor.

Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

INVESTMENTS IN TREASURY BILLS AND OTHER INVESTMENTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. 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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