WMI offers additional services for individual purchase
The following services are offered only to non-U.S., current, non-Premium (self-managed) accounts. The services may be purchased individually. Premium managed accounts include all the following services.
Portfolio Creation
WMI provides, on a one-time basis, a suggested balanced portfolio based on an Investment Questionnaire. More information ($180)
Buying and Selling Securities
For clients who have already paid for Portfolio Creation and desire Wise Money Israel to buy or sell their securities online ($90)
Portfolio Creation and Initial Securities Purchasing
WMI provides, on a one time basis, a suggested balanced portfolio based on an Investment Questionnaire and inputs their purchases ($270)
Additional Funds Allocation
Wise Money Israel offers clients who already have an existing, invested account a discounted service to create an updated portfolio to accommodate additional funds in their account ($150)
Tax Reporting
Citizens of countries other than Israel may have tax reporting requirements. Based on their account data, we prepare for the client an unofficial tax worksheet for their local tax reporting needs ($90)