Accounting Services

National CD Rateline’s innovative accounting package will save you an enormous amount of time, time better spent on meeting the minute-by-minute challenges of an ever-evolving financial marketplace.

Far and away the most experienced and technologically advanced Rate Service… as well as the most simplified, most flexible, most liberating… our accounting department offers all the time-tasking components of a complete CD management system. It facilitates detailed Search Filtering, features a Financial Calculator, a comprehensive, daily-updated Rate Average Graph, and free 24/7 Technical Support.

Most notably, clients can enjoy the ultimate luxury of our e-mail innovation: Rate Robot where you don’t even need to be logged into the system. Our Rate Robot enables you to receive email offerings customized to your specifications. Just enter the information once and the system will notify you whenever an offer becomes available.

Clients now have at their fingertips the ability to keep track of their entire portfolio at a moment’s notice. Simply clicking on to their own Maturity Graph, for instance, enables them to chart their maturities from one to 60 months, note where they are concentrated, consider laddering their portfolios more evenly.

Our Accounting Package makes creating your own Accrual Report a snap. Click on the institution or institutions involved to produce a complete rundown of interest accrued, payments received, accrual balances, last payments, and their amounts. Audits become automatic, whether they be for a detailed report on any investment in your portfolio, a bulk payment overview, or an audit confirmation notification. Pop-up Institutional Alerts, highlighting investments you already own, safeguard you from doubling up on investments.

Other popular features generated by our accounting software include our list of Top Ten Rates, emailed to clients twice weekly, as well as a convenient and time-saving private directory of all pertinent information regarding your bank transactions, such as key contact people, their phone numbers and extensions, and certificate numbers.

When it comes to keeping you financially informed, count on us to keep you fully accountable.