Review of TreasuryDirect: Advantages, Disadvantages, and Other Options

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TreasuryDirect: A Direct Way to Invest in Treasuries

If you’re looking to invest in U.S. Treasuries, you may have come across TreasuryDirect, the government’s platform for buying treasuries directly from the source. But is this direct approach better than using a broker? Let’s explore the differences and see if TreasuryDirect is the right choice for you.

When you buy treasuries through TreasuryDirect, you’re cutting out the middleman and purchasing directly from the Treasury Department. This means you can invest in marketable securities like Treasury bills, notes, bonds, TIPS, and savings bonds without any commission fees. However, one key difference is that you cannot resell your treasuries on the same platform – you must hold them until maturity.

To get started with TreasuryDirect, you’ll need to open an account and provide your Social Security number, driver’s license number, banking information, email address, and proof of U.S. residency. Once your account is set up, you can participate in treasury auctions to purchase securities.

One advantage of using TreasuryDirect is the elimination of third-party risk, as your investments are backed by the government. Additionally, there is no minimum purchase requirement, unlike some brokerages that may have restrictions.

However, if you’re looking to sell your treasuries before maturity, you’ll need to transfer them to a broker or dealer in the secondary market, which may incur commission fees. While TreasuryDirect is ideal for long-term investors, those who prefer more flexibility in buying and selling treasuries may opt for a brokerage platform like Fidelity or Schwab.

In conclusion, TreasuryDirect is a straightforward and cost-effective way to invest in treasuries directly from the government. Whether it’s the right choice for you depends on your investment goals and preferences. Consider your options carefully before making a decision on how to build your treasury portfolio.

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