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Brokered certificates of deposit offer FDIC-insured principal up to applicable limits and a fixed rate for a fixed term. Non-callable means the issuing bank cannot return your money early. Corporate notes are not FDIC insured and issued with corporate bond ratings - the rate you see is the rate you keep until maturity or call (reinvestment risk is real – learn more about call risk HERE).

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ILLUSTRATIVE INCOME ACCRUAL
This display shows a real-time simulation of coupon income accruing across your fixed income holdings, calculated as:
Total Par × Weighted Avg Coupon ÷ 365 ÷ 86,400 × Elapsed Seconds Today

⚠ IMPORTANT DISCLAIMERS:

• This counter is strictly illustrative. It does not represent actual cash received, credited, or settled in any account.

• Fixed income coupon payments are typically paid semi-annually on scheduled dates — not continuously or daily.

• Actual daily interest accrual for settlement purposes follows the applicable day count convention (e.g. 30/360, Actual/Actual) for each security — which may differ from the simple 365-day calculation shown here.

• This display resets at midnight local time and does not accumulate across days.

• Market prices, accrued interest, and actual account values are subject to change. This display is for educational and motivational purposes only.

CleverAlpha Securities LLC is a registered broker-dealer. Member FINRA/SIPC. CRD #301620. This is not investment advice. Past performance is not indicative of future results. All fixed income investments carry risk including possible loss of principal.

FDIC Insurance & How It Protects You
Brokered CDs vs. corporate bonds — what’s guaranteed and what isn’t
What is the FDIC?

The Federal Deposit Insurance Corporation is a U.S. government agency created specifically to protect bank depositors. If an FDIC-insured bank fails, the government steps in and makes you whole — up to the coverage limit. You don’t have to sue, file a claim, or wait years. The money just shows up.

How much is covered?

FDIC insurance covers up to $250,000 per depositor, per bank, per account category. With brokered CDs, your money is spread across many different issuing banks — each bank counts separately. So buying a $250k CD from Bank A and a $250k CD from Bank B gives you $500k in total FDIC coverage across two institutions, all in one brokerage account.

Brokered CDs vs. corporate notes
Brokered CDs (FDIC insured)
  • Issued by FDIC-member banks
  • Principal guaranteed up to $250k per bank
  • Government-backed if bank fails
  • Fixed rate, fixed term
Corporate notes (not FDIC insured)
  • Issued by corporations, not banks
  • No government guarantee
  • You’re a creditor if the company fails
  • Risk reflected in credit rating (AA, BBB, etc.)
What about credit ratings on corporate notes?

Since corporate notes carry no government guarantee, the market uses credit ratings to assess risk. A company rated AAA is considered extremely unlikely to default; BBB is still “investment grade” but carries more risk. Higher yield on a corporate note is compensation for taking on that credit risk — you’re being paid more because there’s no safety net if things go wrong.

Understanding Call Risk
What “callable” means for your money
What is a call feature?

When a CD or note is “callable,” the issuing bank or company has the right to return your principal before the maturity date — at their discretion, not yours. Banks typically do this when market interest rates have dropped, because they can then borrow money more cheaply elsewhere.

Why reinvestment risk is real

Getting your money back early sounds fine — but the timing works against you. Banks call CDs when rates are low. That means when you go to reinvest, the best rates available are likely lower than what you were earning. You end up earning less than you planned for the full term.

A real-world example
You buy: Callable 3-year CD at 5.00% APY
After 1 year: Rates drop to 3.50% — the bank calls your CD early
Now: You must reinvest at 3.50% instead of 5.00% for the remaining 2 years
The gap: On $10,000, that’s roughly $300 less per year than you planned
Callable vs. non-callable (bullet)

Non-callable (bullet) CDs guarantee your rate holds all the way to maturity — no surprises. Callable CDs typically offer a slightly higher headline rate as compensation for the call risk you accept. Whether that tradeoff is worth it depends on your rate outlook and how important certainty is to you.

Credit Ratings Explained
Moody's, S&P, and Fitch — what the grades mean
The three major agencies

Moody's, Standard & Poor's (S&P), and Fitch each independently assess an issuer's ability to repay debt. A rating like A3/A means Moody's rates it A3 and S&P rates it A. Higher letter = stronger creditworthiness.

GradeMoody'sS&P / FitchMeaning
PrimeAaaAAAHighest quality, minimal risk
High GradeAa1 / Aa2 / Aa3AA+ / AA / AA-Very low credit risk
Upper MediumA1 / A2 / A3A+ / A / A-Low credit risk, strong capacity
Lower MediumBaa1 / Baa2 / Baa3BBB+ / BBB / BBB-Lowest investment grade; adequate capacity
SpeculativeBa / BBB / BBelow investment grade; speculative elements
JunkCaa / Ca / CCCC / CC / C / DHigh risk or in default
What it means for you

Notes on this platform are generally investment-grade (BBB- or higher). A higher-rated issuer pays you less because the market trusts them more. A lower-rated issuer must offer more yield to compensate for the extra risk. Unlike FDIC-insured CDs, corporate notes carry no government guarantee — you are an unsecured creditor of the issuer.

Corporate Notes
What you're buying — and how the risk differs from a CD
What is a corporate note?

A corporate note is a debt security issued by a company (bank, financial institution, or corporation) to raise capital. When you buy a note, you are lending money to the issuer in exchange for regular interest payments (coupons) and the return of principal at maturity.

No FDIC insurance

Unlike brokered CDs, corporate notes carry no government guarantee. If the issuer defaults, you are an unsecured creditor — you may lose some or all of your investment. This is why notes carry credit ratings and typically offer higher yields than CDs of comparable duration.

How much riskier?
Brokered CDCorporate Note
Government guaranteeYes (FDIC up to $250K)No
Default riskVery low (bank + FDIC)Depends on credit rating
Typical yield premiumBenchmark+50 to +200 bps over CDs
Callable riskPossibleCommon on bank notes
Who issues them?

Most notes on this platform are issued by investment-grade financial institutions (major banks, broker-dealers). They are sold subject to a prospectus or offering document. Always check the credit rating and read the offering terms before buying.

Floating Rate Instruments
How variable-rate coupons work — and the risk of lower rates
What is a floater?

A floating rate instrument pays a coupon that resets periodically based on a reference rate — typically SOFR (Secured Overnight Financing Rate), the successor to LIBOR. Instead of a fixed 5.00% for the life of the note, you might earn SOFR + 1.50%, which resets quarterly.

The upside

In a rising rate environment, floaters protect you automatically. As short-term rates climb, your coupon climbs with them. You don't have to sell and rebuy to capture higher rates — the instrument does it for you.

The risk: rate cuts hurt you
Example: You buy a 3-year floater at SOFR + 1.50% when SOFR = 4.30%
Year 1: Coupon = 5.80% — great
Year 2: Fed cuts rates; SOFR drops to 2.00% — coupon falls to 3.50%
Year 3: SOFR at 1.50% — you earn just 3.00%
Average: ~4.10% vs. the 5.00% fixed you could have locked in
Floater vs. fixed-rate note

Fixed-rate notes lock in your yield regardless of where rates go. Floaters trade that certainty for rate-following behavior. If you believe rates will stay high or rise, a floater may outperform. If you believe rates will fall, a fixed-rate instrument is usually the better choice.

Floor provisions

Some floaters include a coupon floor (e.g., minimum 2.00%) that protects you from very low rate scenarios. Always check the offering document for floor provisions before buying.

TRADE BLOTTER
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IOI Submitted
Your indication of interest has been submitted to the dealer. Here's what happens next:

1. Dealer Confirmation — The dealer will confirm availability, typically within 1 business day.
2. Settlement — Upon confirmation, your CD settles T+2. Funds are debited from your account.
3. 1099 Reporting — All interest income appears on a single Form 1099-INT at year-end.

Track your order status in the My Orders tab.
This is a non-binding Indication of Interest (IOI) only. Submission does not guarantee execution. All offerings are subject to availability and market conditions at the time of fill. Brokered CDs are sold subject to prospectus or offering document. FDIC insurance applies to eligible CDs up to applicable limits. CleverAlpha Securities LLC is a registered broker-dealer. Member FINRA/SIPC. This is not investment advice.
BONDIDO
BONDIDO
Fixed Income Assistant
Best 1-yr CD right now? Highest yield available? How do I create an account? What is an IOI? Are my deposits FDIC insured? What are callable CDs? How does settlement work? What are corporate notes? Is CleverAlpha FINRA registered? Difference between CD and note?
BONDIDO
Hey. I know fixed income. Ask me anything about CDs, notes, yields, or how this platform works.
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