Premium IRA Account
Wise Money Israel offers fully managed, Premium investment accounts with Israel's leading brokerage firms.
Premium IRA accounts are available for individuals (currently from the U.S. only) who can initially invest $100,000 USD or more, with no limit to the level of funds that can be invested.
Clients can rollover their IRA/401k/457/303b into a self-directed IRA using Advanta IRA Services who are our U.S. IRA partners and IRS-compliant IRA custodian firm. With Advanta, Wise Money Israel (WMI) will open an Israeli investment account so that the client's funds can be invested in the Israeli market in Israeli currency (stocks, bonds, ETFs, mutual funds), while still enjoying the tax deferral a U.S. retirement account enjoys. See the Advanta Self-Directed IRA Guide for full information and fee structure.
The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm), however the account is managed by WMI who has limited Power of Attorney to advise, buy and sell securities on behalf of the account holder. The end client will have access to their account at all times as a power of attorney on the account and via the brokerage's online trading portal.
| Opening Account | |
| ID Certification Assistance | |
| Account wiring Assistance | |
| Email Support | |
| Currency Conversion | |
| Portfolio Creation | |
| Initial Portfolio Securities Purchasing | |
| Detailed Portfolio Reporting (quarterly) | |
| Tax Report Preparation | |
| Additional funds allocation | |
| Ongoing Investment Advising | |
| Annual management fees | Based on account balance |
Self-Managed IRA Account
Wise Money Israel offers self-managed IRA investment accounts with Israel's leading brokerage firms.
Self-Managed IRA accounts are available for individuals (currently from the U.S. only) who can initially invest $5,000 USD or more, with no limit to the level of funds that can be invested.
Clients can rollover their IRA/401k/457/303b into a self-directed IRA using Advanta IRA Services who are our U.S. IRA partners and IRS-compliant IRA custodian firm. With Advanta, Wise Money Israel (WMI) will open an Israeli investment account so that the client's funds can be invested in the Israeli market in Israeli currency (stocks, bonds, ETFs, mutual funds), while still enjoying the tax deferral a U.S. retirement account enjoys. See the Advanta Self-Directed IRA Guide for full information and fee structure. Once a client reaches an account balance of $100,000 USD (or equivalent) their account can become a Premium managed account.
The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm), however Wise Money Israel is not a party on your account, and therefore we do not charge ongoing fees to your account besides the initial account fee. You can optionally receive additional services from us on an retainer basis. This is suitable for clients without Israeli investing experience, but have less than $100,000 to invest initially. Clients have access to their accounts at all times via the brokerage's online trading portal.
| Bronze | Silver | Gold | |
| Level of Investment | $5,000-100,000 | $5,000-100,000 | $5,000-100,000 |
| Opening Account | |||
| ID Certification Assistance | |||
| Account wiring Assistance | |||
| Email Support | |||
| Currency Conversion | |||
| Portfolio Creation | |||
| Initial Portfolio Securities Purchasing | |||
| Detailed Portfolio Reporting (quarterly) | |||
| Tax Report Preparation | |||
| WMI One-time Fee | $125 | $295 | $365 |
| Brokerage Fees | View | View | View |
| Bronze | Silver | Gold | |
| Get Started | Get Started | Get Started |