We offer clients around the world managed investment accounts in the following publicly-traded securities*:
- Israeli stocks listed on Tel Aviv Stock Exchange
- Israeli stocks listed on Nasdaq, New York Stock Exchange, or London Stock Exchange
- Israeli bonds
- Israeli Exchange Traded Funds (ETF)
- Israeli mutual funds
Israeli securities can be denominated in US dollars, Israeli shekels, or both*
Account Types
- Individual
- Joint (Joint Tenant, Tenants in Common, Community Property)
- Designated Beneficiary (Transfer on Death)*
- Custodial (for minors)
- IRA (Contributory, Traditional, Traditional Inherited, Roth, Rollover from 401(k), 403(b), 457, etc.)*
- Trust (Revocable and Irrevocable)*
- Corporation*
- LLC*
- Business Partnership*
- Organization*
- Non-profit*
- Family Office*
- Small Business*
Brokerage Custodians
- Charles Schwab
- Interactive Brokers
- Meitav Trade (Israeli custodian)
Deposits, Withdrawals and Distributions
- One-time or periodic deposits via:
- Electronic ACH immediate transfer
- Online Bill Pay
- Check
- International SWIFT wire transfer
- IRA electronic rollover (ACATS) or check
- One-time or periodic withdrawals via:
- Electronic ACH immediate transfer
- Check
- Internal cash transfer between accounts
- Bank wire transfer
- IRA electronic rollover (ACATS)
- IRA transfer via check
- IRA distributions*
- Bill pay/credit card/debit card*
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*different brokerage custodians offer different asset classes, currencies, account types and deposit and withdrawal mechanisms
**available in some countries