While it helps you reinvest maturing principal, it will not monitor your accounts or investment decisions and you still need to pay attention to the Auto Roll alerts so you can take appropriate action. When your initial Treasury and CD investments mature, this service will help you identify reinvestment options according to the terms of the Auto Roll Service Agreement. Treasury inflation-protected securities (TIPs), inflation-protected CDs (CDIPs or IFCDs), callable CDs, floating and adjustable rate CDs, and CD purchases exceeding $250,000 are all ineligible, as are all other fixed income instruments and all secondary Treasury or CD securities. Only Treasury auction securities, new-issue CDs with a term to maturity of 5 years or less, and certain CD strategies are eligible for this service.
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