Investor Education
Money Market Funds - Settlement Options
Settlement Options
H&R Block Financial Advisors allows you the flexibility you need to choose the best settlement option for you, including H&R Block Financial Advisors' credit interest program and a variety of taxable and tax-exempt money market funds. For added convenience, you could also have access to your cash through a VISA® Gold/ATM check card, and unlimited checking. Through our partnership with Reserve Funds, you can select from the following money market funds:
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The minimum maintenance requirement is $5,000 on all Reserve Funds, except the Primary Treasurer's Trust and Interstate Treasurer's Trust where the minimum maintenance requirement is $25,000.
Money Market Sweep: Brokerage account "sells" will sweep two business days following settlement. All buys, and sweeps to cover debit balances, will occur daily.
HRBFA Money Market Funds (full version)