Overview

Slash Treasury helps eligible businesses earn yield on idle cash through money market funds offered through Atomic Invest LLC and Atomic Brokerage LLC. Because Treasury is an investment account, its statements, tax documents, and yield activity work differently from a regular Slash Cash account.

This guide explains where to find Treasury documents, what tax forms may be available, how yield is displayed, and when yield-related activity typically appears in your account.

Treasury Statements and Documents

Treasury statements summarize activity in your Treasury investment account, such as deposits, withdrawals, holdings, yield activity, fees, and ending balances for a statement period.

To look for Treasury documents:

Log in to your Slash dashboard.
Open the Treasury page or the account/document area where Treasury documents are shown.
Select the relevant month, quarter, or year, if filters are available.
Download the statement or document for your records.

Note: Treasury statements are separate from regular Slash bank account statements. If you need cash-account statements or routing/account details, use the regular bank documents section instead.

Treasury Tax Forms

If your Treasury account has reportable investment income or other reportable activity, tax forms may be issued by the brokerage or investment partner supporting Treasury. These forms are generally used to help your business and tax advisor report Treasury-related income or activity.

Depending on your account activity, a Treasury tax form may include information such as dividends, interest-like income from money market fund distributions, or other reportable investment activity. Not every account will necessarily receive every tax form each year.

To find Treasury tax documents, check the Treasury documents area in your Slash dashboard during tax season. If a form is available, download it and share it with your tax preparer.

Important: Slash does not provide tax advice. Always consult your accountant, tax advisor, or legal advisor about how Treasury activity should be reported for your business.

When Tax Forms Are Available

Tax forms are generally prepared after the end of the calendar year, once year-end investment and account activity has been finalized. Availability can depend on brokerage processing timelines, corrections, and whether your account had reportable activity.

If you expect a tax form but do not see one yet:

Confirm that you are viewing the correct legal entity and Treasury account.
Check again later in tax season in case forms are still being prepared.
Contact Slash Support if the form is still missing or if you believe your business details need to be corrected.

How Treasury Yield Works

Treasury funds are invested in money market funds. These funds seek to generate yield based on short-term market rates. Yield can fluctuate over time and is not guaranteed.

In your dashboard, Treasury yield may be shown as a current or estimated annualized yield. This is meant to help you understand the current rate environment, but it is not a promise of future returns.

Gross yield refers to the yield generated by the underlying fund before applicable fees.
Net yield refers to the yield after applicable management fees or account-level fees.
Displayed yield may change as market rates, fund yields, or fee treatment changes.

When Yield Appears in Your Treasury Account

Treasury yield is generally earned based on the amount invested and the time funds remain in the money market fund. Deposits usually need to settle and be invested before they begin earning yield. Withdrawals may stop earning yield once the funds are sold, moved out of Treasury, or otherwise no longer invested.

Yield-related activity may appear in your account activity as a distribution, dividend, yield payment, fee, or similar transaction type depending on how the activity is reported. Timing can vary based on fund schedules, market holidays, weekends, settlement timing, and brokerage processing.

If you recently deposited funds and do not see yield immediately, check whether the deposit has settled and whether the funds are fully invested. If you recently withdrew funds, your final yield activity for the period may post separately from the withdrawal itself.

Why Your Treasury Balance May Change

Your Treasury balance can change for several reasons:

Deposits into Treasury
Withdrawals from Treasury
Yield or dividend distributions
Management fees or other applicable fees
Market activity in the underlying money market fund

Money market funds seek to maintain a stable $1.00 share price, but they are investments and are not guaranteed. It is possible to lose money by investing in a money market fund.

Frequently Asked Questions

Are Treasury earnings considered interest?

Treasury earns yield through money market fund investments. The way that income is classified for tax purposes can depend on the fund, account structure, and your business’s tax situation. Ask your tax advisor how to treat Treasury income for your business.

Will I receive a tax form every year?

Not necessarily. Whether a tax form is issued can depend on your account activity and reporting thresholds. Check your Treasury documents during tax season and contact support if you believe a form is missing.

Why does the displayed yield change?

Treasury yield is based on the underlying money market fund and short-term market rates. It may change when market conditions, fund yields, or fees change.

Why did my deposit not earn yield immediately?

Funds generally need to settle and be invested before they earn yield. Weekends, market holidays, and processing cutoffs can affect when a deposit begins earning yield.

Need More Help?

If you cannot find a Treasury statement or tax form, or if Treasury activity does not look right, contact Slash Support through the in-app chat or at support@slash.com. Include the legal entity name, the Treasury account, the statement or tax year, and the document or transaction you are looking for.

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Slash has engaged Atomic Invest LLC (“Atomic”), an SEC-registered investment adviser, to bring you the opportunity to open an investment advisory account with Atomic. Companies which are engaged by Atomic receive compensation of 0% to 0.85% of assets under management annualized, payable monthly, for each referred client who opens an Atomic account and may receive a percentage of margin and free cash interest earned by clients, which creates a conflict of interest.

Brokerage services for Atomic are provided by Atomic Brokerage LLC, a registered broker-dealer and member of FINRA and SIPC, and an affiliate of Atomic, which creates a conflict of interest. For more details about Atomic, please see the Form CRS, Form ADV Part 2A, and Privacy Policy. For more details about Atomic Brokerage, please see the Form CRS and General Disclosures. You can check the background of Atomic Brokerage on FINRA’s BrokerCheck.

Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates, is a bank. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and fees and expenses charged. Advisory services through Atomic are not to be construed as tax advice or financial planning and do not take into consideration investments that clients may hold outside of Atomic.

You should consider the investment objectives, risks, charges, and expenses of a money market fund carefully before investing. This and other information is found in the fund’s prospectus. Please read the prospectus before investing. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. Yields fluctuate and past performance is no guarantee of future results.

Treasury Statements, Tax Forms, and Yield Timing