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Lock in the most competitive rate - confidently

 

Yield Exchange brings financial institutions to you, leaving you more informed and more confident in your investment options. 

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HOW IT WORKS
 

Get started in a few minutes

Yield Exchange guides you through the entire rate shopping process. Once you share a bit of information about your business goals, Yield Exchange automatically notifies financial institutions so that you can find the right rate for you.
Post request - step 1
Component 3

Post your investment request

It's quick and easy to create your free Yield Exchange account. Simply let the financial institutions know the type of investment you're making and the term length and that's it. 

Open account
Component 4

Invite financial institutions

You can invite which financial institutions you want to send your rates -  don't worry, you're not limited and can choose all 20 - but, to make the decision easier Yield Exchange will share the risk profile of the financial institution, if they offer deposit insurance, and how to open account with them. 

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FI selection - step 2
Approved request (2)
Component 5

Review and counter your rates

Now it's time for the financial institutions to submit their rates and for you to choose whether you want to accept them or counter them - Yield Exchange automatically calculates your ROI so you know you're making the right decision. 

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Component 6

Lockdown your rate

Yield Exchange connects you directly to the financial institution so you can complete your investment. Yield Exchange never holds onto any funds, so there is no risk of fraud. 

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Efficient

Say goodbye to wasting time on the phone, in spreadsheets, and the endless back and forth in negotiations. Yield Exchange eliminates all of that. 

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Transparent

Yield Exchange brings over 20 financial institutions right to you, making it easier for you to see all your options so you can make smarter investment decisions. 

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Save Costs

You won't have to use wholesale deposit broker channels with Yield Exchange, giving you immediate savings in operational costs.

Diversification becomes so much easier with a tool like Yield Exchange. For our municipality, we've gone from having 3 banking relationships to more than 7 now.

Director of Finance
Resort Municipality of Whistler
All tech founders who are sitting on idle cash should leverage Yield Exchange to shop and get competitive GIC rates!  Not only did I get better rates, the platform is super easy and seamless to use - literally took me under 30 seconds to receive rates from several reputable FIs.

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Kaylee Astle
CEO | Blanka
I loved how easy the platform was to use. It only took seconds to make a post and get rates from multiple financial institutions! This is a great tool for organizations to efficiently find the best rates for GIC investments. 
Director of Corporate Services
Town of Claresholm
The process to provide rates to a depositor is straightforward and easy to understand on the software. the process was very simple and connected us to an important COI within our trade area.
Treasury Analyst
Connect First Credit Union
 

Get started with Yield Exchange

Open a Yield Exchange account for free, and feel confident that you are getting the most competitive rates. 

Get started free