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Investment product directory

Explore products by access, structure and current rate or yield.

Compare public retail products with private-client opportunities. Rates and yields are displayed with their measurement type and source date; use the official provider link for current availability and terms.

What you can compare
Public retailCDs, money markets, Treasuries, ETFs and bond funds
Private clientProvider-specific fixed income and wealth solutions
Rate clarityAPY, 7-day yield, 30-day SEC yield or term return
Direct accessEvery product links to the official provider
Investable products

Public and private investment access

Filter by product type, investor access or provider. A yield is not the same as a guaranteed interest rate; the measurement type is shown beside every figure.

Rate snapshot updated 24 Sep 2026
Public retail

Schwab CD OneSource

Charles Schwab · Certificates of Deposit
Featured #1
SCH
3m 4.22% · 6m 4.24% · 9m 4.32% · 1y 4.55% · 18m 4.65% · 2y 4.75% APY
APY / term-specific
Term / liquidity3 months–2 years shown
Minimum$1,000 new issue
StructureBrokered CDs from participating banks
Data date24 Sep 2026

Current provider page lists rates up to the stated APYs by maturity.

Source / verification status: Official provider source · Historical snapshot 24 Sep 2026 · Verify current terms with provider

Private client / eligibility applies

Target Fixed Income Products

Mos Maiorum Capital Wealth Management · Private Fixed Income
Featured #2
MMC
12m 6% · 24m 15% · 36m 25% · 60m 45%
Firm-stated target total return by term · not guaranteed
Term / liquidity12–60 months
MinimumContact provider
StructurePrivate target fixed-income product; distribution at maturity
Data date03 Oct 2026

Firm-stated target returns are forward-looking and are not guaranteed. Investing involves risk, including potential loss of principal. Availability, eligibility and full documentation must be confirmed directly with the provider.

Source / verification status: Official provider source · Historical snapshot 03 Oct 2026 · Verify current terms with provider

Public retail

Schwab Prime Advantage Money Fund – Investor Shares (SWVXX)

Charles Schwab · Money Market
Featured #3
SCH
3.65% 7-day yield
7-day yield with waivers
Term / liquidityDaily liquidity
Minimum$0*
StructurePrime money market mutual fund
Data date23 Sep 2026

Retail share class. Yield changes with market conditions; confirm the current figure on the official fund page.

Source / verification status: Official provider source · Historical snapshot 23 Sep 2026 · Verify current terms with provider

Public retail

Schwab Government Money Fund – Investor Shares (SNVXX)

Charles Schwab · Money Market
Featured #4
SCH
3.54% 7-day yield
7-day yield with waivers
Term / liquidityDaily liquidity
Minimum$0*
StructureGovernment money market mutual fund
Data date23 Sep 2026

Retail share class. Yield changes with market conditions; confirm the current figure on the official fund page.

Source / verification status: Official provider source · Historical snapshot 23 Sep 2026 · Verify current terms with provider

Public retail

New Issue CDs

Fidelity · Certificates of Deposit
Featured #5
FID
3m 4.15% · 6m 4.25% · 1y 4.50% · 2y 4.75% · 5y 5.10%
Highest annualized yield shown
Term / liquidity3 months–5 years shown
MinimumSee offering
StructureBrokered new-issue CDs
Data date24 Sep 2026

Official Fidelity fixed-income table; available inventory and yields can change.

Source / verification status: Official provider source · Historical snapshot 24 Sep 2026 · Verify current terms with provider

Public retail

Fidelity Government Money Market Fund (SPAXX)

Fidelity · Money Market
Featured #6
FID
3.34% 7-day yield
7-day yield
Term / liquidityDaily liquidity
MinimumNo account minimum on Cash Management Account
StructureGovernment money market mutual fund
Data date16 Sep 2026

Yield shown on Fidelity Cash Management Account page; yield varies.

Source / verification status: Official provider source · Historical snapshot 16 Sep 2026 · Verify current terms with provider

Public retail

U.S. Treasuries — selected maturities

Fidelity · Treasuries
Featured #7
FID
3m 4.21% · 1y 4.58% · 2y 4.89% · 5y 5.02%
Highest annualized yield shown
Term / liquidity3 months–5 years shown
MinimumSee offering
StructureIndividual U.S. Treasury securities
Data date23 Sep 2026

Selected highest annualized yields from Fidelity fixed-income inventory; prices and yields move.

Source / verification status: Official provider source · Historical snapshot 23 Sep 2026 · Verify current terms with provider

Public retail

Vanguard Federal Money Market Fund (VMFXX)

Vanguard · Money Market
Featured #8
VAN
3.71% 7-day yield
7-day yield
Term / liquidityDaily liquidity
MinimumBrokerage settlement option / provider terms
StructureFederal money market fund
Data date21 Sep 2026

Vanguard published 7-day yield as of the stated date.

Source / verification status: Official provider source · Historical snapshot 21 Sep 2026 · Verify current terms with provider

Public retail

Vanguard Long-Term Treasury Fund Investor Shares (VUSTX)

Vanguard · Bond Fund
Featured #9
VAN
4.98% 30-day SEC yield
30-day SEC yield
Term / liquidityOpen-end fund / long duration
Minimum$3,000
StructureLong-term U.S. Treasury bond fund
Data date27 Aug 2026

Long-duration bond fund; NAV changes with interest rates.

Source / verification status: Official provider source · Historical snapshot 27 Aug 2026 · Verify current terms with provider

Public retail

Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX)

Vanguard · Bond Fund
Featured #10
VAN
5.76% 30-day SEC yield
30-day SEC yield
Term / liquidityOpen-end fund / long duration
Minimum$3,000
StructureLong-term investment-grade bond fund
Data date27 Aug 2026

SEC yield is income-oriented; fund price and return can fluctuate.

Source / verification status: Official provider source · Historical snapshot 27 Aug 2026 · Verify current terms with provider

Public retail

iShares 0-3 Month Treasury Bond ETF (SGOV)

BlackRock / iShares · Bond ETF
Featured #11
BLK
3.65% 30-day SEC yield
30-day SEC yield
Term / liquidityExchange-traded / 0–3 month Treasuries
MinimumOne share / broker fractional access may vary
StructureShort Treasury ETF
Data date21 Sep 2026

12-month trailing yield was 3.69% on the same provider page.

Source / verification status: Official provider source · Historical snapshot 21 Sep 2026 · Verify current terms with provider

Public retail

Vanguard 0-3 Month Treasury Bill ETF (VBIL)

Vanguard · Bond ETF
Featured #12
VAN
3.63% 30-day SEC yield
30-day SEC yield
Term / liquidityExchange-traded / 0–3 month Treasuries
Minimum$1 at Vanguard brokerage
StructureShort Treasury ETF
Data date27 Aug 2026

Short-duration Treasury ETF; yield and market price can change.

Source / verification status: Official provider source · Historical snapshot 27 Aug 2026 · Verify current terms with provider

Public retail

Vanguard High-Yield Corporate Fund Investor Shares (VWEHX)

Vanguard · Bond Fund
Featured #13
VAN
6.15% 30-day SEC yield
30-day SEC yield
Term / liquidityOpen-end high-yield bond fund
Minimum$3,000
StructureBelow-investment-grade corporate bond fund
Data date27 Aug 2026

Higher-yield bond fund with materially higher credit and market risk than Treasury or money-market products.

Source / verification status: Official provider source · Historical snapshot 27 Aug 2026 · Verify current terms with provider

Public retail

Vanguard S&P 500 ETF (VOO)

Vanguard · Equity ETF
Featured #14
VAN
Market-based return · no fixed interest rate
Equity market return
Term / liquidityExchange-traded
MinimumFrom $1 at Vanguard brokerage
StructureU.S. large-cap equity ETF
Data date21 Sep 2026

Equity ETF; returns and distributions vary with the market.

Source / verification status: Official provider source · Historical snapshot 21 Sep 2026 · Verify current terms with provider

Public retail

iShares Core S&P 500 ETF (IVV)

BlackRock / iShares · Equity ETF
Featured #15
BLK
Market-based return · no fixed interest rate
Equity market return
Term / liquidityExchange-traded
MinimumBroker / share-access dependent
StructureU.S. large-cap equity ETF
Data date24 Sep 2026

Public equity ETF; market value and distributions vary.

Source / verification status: Official provider source · Historical snapshot 24 Sep 2026 · Verify current terms with provider

Adviser / eligible investor

iCapital Marketplace

iCapital · Alternatives
Featured #16
ICAP
Product-specific · no single fixed rate
Underlying product-specific
Term / liquidityFund-specific
MinimumProduct-specific
StructureAlternative-investment marketplace
Data date24 Sep 2026

Access and economics vary by underlying investment and distribution channel.

Source / verification status: Official provider source · Historical snapshot 24 Sep 2026 · Verify current terms with provider

Adviser / eligible investor

CAIS Alternative Investment Platform

CAIS · Alternatives
Featured #17
CAIS
Product-specific · no single fixed rate
Underlying product-specific
Term / liquidityFund / note-specific
MinimumProduct-specific
StructureAlternatives and structured-notes platform
Data date24 Sep 2026

Designed primarily for the independent wealth channel; access depends on product and investor eligibility.

Source / verification status: Official provider source · Historical snapshot 24 Sep 2026 · Verify current terms with provider

Comparison table

Rate, yield, term and access

Open the official product page to confirm the latest rate, eligibility, prospectus or offering documents before acting.

Investment product directory
ProductProviderAccessRate / yieldMeasurementTerm / liquidityMinimumAs ofProvider
Schwab CD OneSource
Certificates of Deposit
Charles SchwabPublic retail3m 4.22% · 6m 4.24% · 9m 4.32% · 1y 4.55% · 18m 4.65% · 2y 4.75% APYAPY / term-specific3 months–2 years shown$1,000 new issue24 Sep 2026Open ↗
Target Fixed Income Products
Private Fixed Income
Mos Maiorum Capital Wealth ManagementPrivate client / eligibility applies12m 6% · 24m 15% · 36m 25% · 60m 45%Firm-stated target total return by term · not guaranteed12–60 monthsContact provider03 Oct 2026Open ↗
Schwab Prime Advantage Money Fund – Investor Shares (SWVXX)
Money Market
Charles SchwabPublic retail3.65% 7-day yield7-day yield with waiversDaily liquidity$0*23 Sep 2026Open ↗
Schwab Government Money Fund – Investor Shares (SNVXX)
Money Market
Charles SchwabPublic retail3.54% 7-day yield7-day yield with waiversDaily liquidity$0*23 Sep 2026Open ↗
New Issue CDs
Certificates of Deposit
FidelityPublic retail3m 4.15% · 6m 4.25% · 1y 4.50% · 2y 4.75% · 5y 5.10%Highest annualized yield shown3 months–5 years shownSee offering24 Sep 2026Open ↗
Fidelity Government Money Market Fund (SPAXX)
Money Market
FidelityPublic retail3.34% 7-day yield7-day yieldDaily liquidityNo account minimum on Cash Management Account16 Sep 2026Open ↗
U.S. Treasuries — selected maturities
Treasuries
FidelityPublic retail3m 4.21% · 1y 4.58% · 2y 4.89% · 5y 5.02%Highest annualized yield shown3 months–5 years shownSee offering23 Sep 2026Open ↗
Vanguard Federal Money Market Fund (VMFXX)
Money Market
VanguardPublic retail3.71% 7-day yield7-day yieldDaily liquidityBrokerage settlement option / provider terms21 Sep 2026Open ↗
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX)
Bond Fund
VanguardPublic retail4.98% 30-day SEC yield30-day SEC yieldOpen-end fund / long duration$3,00027 Aug 2026Open ↗
Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX)
Bond Fund
VanguardPublic retail5.76% 30-day SEC yield30-day SEC yieldOpen-end fund / long duration$3,00027 Aug 2026Open ↗
iShares 0-3 Month Treasury Bond ETF (SGOV)
Bond ETF
BlackRock / iSharesPublic retail3.65% 30-day SEC yield30-day SEC yieldExchange-traded / 0–3 month TreasuriesOne share / broker fractional access may vary21 Sep 2026Open ↗
Vanguard 0-3 Month Treasury Bill ETF (VBIL)
Bond ETF
VanguardPublic retail3.63% 30-day SEC yield30-day SEC yieldExchange-traded / 0–3 month Treasuries$1 at Vanguard brokerage27 Aug 2026Open ↗
Vanguard High-Yield Corporate Fund Investor Shares (VWEHX)
Bond Fund
VanguardPublic retail6.15% 30-day SEC yield30-day SEC yieldOpen-end high-yield bond fund$3,00027 Aug 2026Open ↗
Vanguard S&P 500 ETF (VOO)
Equity ETF
VanguardPublic retailMarket-based return · no fixed interest rateEquity market returnExchange-tradedFrom $1 at Vanguard brokerage21 Sep 2026Open ↗
iShares Core S&P 500 ETF (IVV)
Equity ETF
BlackRock / iSharesPublic retailMarket-based return · no fixed interest rateEquity market returnExchange-tradedBroker / share-access dependent24 Sep 2026Open ↗
iCapital Marketplace
Alternatives
iCapitalAdviser / eligible investorProduct-specific · no single fixed rateUnderlying product-specificFund-specificProduct-specific24 Sep 2026Open ↗
CAIS Alternative Investment Platform
Alternatives
CAISAdviser / eligible investorProduct-specific · no single fixed rateUnderlying product-specificFund / note-specificProduct-specific24 Sep 2026Open ↗
Provider capabilities

Wealth-management product map

See which service categories are mapped across the wealth-management universe.

Capability

Discretionary

21 tracked providers have this service category mapped.

UBSJPMMSGSBOACITIHSBCBNPJB
Capability

Advisory

27 tracked providers have this service category mapped.

UBSJPMMSGSBOACITIHSBCBNPJB
Capability

ETFs/Funds

16 tracked providers have this service category mapped.

UBSMSBOABNPPICLOSCHFIDVAN
Capability

Fixed Income

32 tracked providers have this service category mapped.

UBSJPMMSGSBOACITIHSBCBNPJB
Capability

Alternatives

26 tracked providers have this service category mapped.

UBSJPMMSGSBOACITIHSBCBNPJB
Capability

Private Markets

13 tracked providers have this service category mapped.

UBSJPMMSGSCITIBNPBLKBROAPO
Capability

Lending

12 tracked providers have this service category mapped.

UBSJPMMSGSBOACITIHSBCDBBAR
Capability

Retirement

14 tracked providers have this service category mapped.

UBSMSBOAHSBCSCHFIDVANAPOMER
Capability

Tax/Estate

15 tracked providers have this service category mapped.

UBSJPMMSBOAHSBCBNPLOBARFID
Capability

Family Office

15 tracked providers have this service category mapped.

UBSJPMGSBOACITIHSBCJBPICBAR
Capability

Structured Products

9 tracked providers have this service category mapped.

UBSJPMGSCITIJBDBICAPCAISEFG
Capability

Cash Management

9 tracked providers have this service category mapped.

UBSJPMGSCITIJBDBSCHFIDNTRS
Capability

Digital

21 tracked providers have this service category mapped.

UBSJPMMSBOAHSBCBNPJBLOBAR
Capability

Sustainable/Impact

6 tracked providers have this service category mapped.

BNPPICLOAMUBROLGT
Coverage matrix

Provider capability map

FirmDiscretionaryAdvisoryETFs/FundsFixed IncomeAlternativesPrivate MarketsLending
UBS
JPM
MS
GS
BOA
CITI
HSBC
BNP
JB
PIC
LO
DB
BAR
SCH
FID
VAN
BLK
AMU