WMI offers additional services for individual purchase
The following services are offered to those who manage their own investment accounts already (self-directed). These services may be purchased individually. Premium managed accounts already include all the following services.
Buying and Selling Securities
For those who already have an open self-directed investment account, and desire Wise Money Israel to buy or sell their securities online ($90) on their behalf
Additional Funds Allocation
For clients with an invested account, Wise Money Israel offers to create an updated target portfolio to accommodate additional funds in their account, and purchase/sell securities to achieve that target ($150)
Citizens of countries other than Israel (or Israeli dual-citizens) 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)