Comparison of Legacy Treasury Direct and TreasuryDirect
| Legacy Treasury Direct | TreasuryDirect | |
|---|---|---|
| Security Types Available for Purchase | Bills: 13-week and 26-week (as of May 1, 2011) Note: All purchases and reinvestments will end no later than November 1, 2012 |
Bills: 4-, 13-, 26-, and 52-week Notes: 2-, 3-, 5-, 7-, and 10-year Bonds: 30-year TIPS: 5-, 10-, and 30-year Savings Bonds: Series EE and I |
| Maintenance Fee | $100 annual fee for each account over $100,000 | No maintenance fee |
| Transaction Methods | Phone, online, paper forms | Transactions are completed online (available 24/7) |
| Statements of Account and Transaction Confirmation | Delivered by mail | Printed from your account online - current holdings page contains statement of account information |
| Assistance | 304-480-7711 (Select Option 2) or 800-722-2678 for general assistance |
By e-mail |
| Registrations | Single registration per account Types of accounts include Individuals (one owner, two owners using AND connective, two owners using OR connective, one owner POD beneficiary), trusts, organizations, legal representatives of a decedent's estate, corporations, sole proprietorships, and partnerships |
Multiple registrations are allowed within an account Types of accounts include Individuals (one owner, two owners using WITH connective, one owner POD beneficiary), trusts, legal representatives of a decedent's estate, corporations, sole proprietorships, partnerships, Limited Liability Company (LLC), and Professional Limited Liability Company (PLLC) |
| Minimum Investment | $100 for each security | $100 for Bills, Notes, Bonds and TIPS $25 for Series EE & I savings bonds |
| Maximum Investment | $5 million per auction (non-competitive) | $5 million per auction (Marketable securities/non-competitive) $10,000 per calendar year per savings bond series (EE/I) |
| New Account Establishment | New accounts no longer allowed | Established online |
| Tax Information (1099) | Delivered by mail | Printed from your account online |
| Online Access | Limited - Electronic Services available from 8 a.m. to 12 midnight Eastern Time (only reinvestments available 24/7) |
Unlimited - access your account online 24/7 |
