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 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.

As a premium client, your account would include the following services:

Opening Account
ID Certification Assistance
Account wiring Assistance
Email Support
Currency Conversion
Portfolio Creation
Initial Portfolio Securities Purchasing
Detailed Portfolio Reporting (quarterly)
Password renewal
Tax Report Preparation
Additional funds allocation
Ongoing Investment Advising
Annual management feesBased 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 with an Israeli brokerage, 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.

 BronzeSilverGold
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)
Password renewal
Tax Report Preparation
WMI Fee$125$295$365
Additional funds allocation$150$150$150
Ongoing Investment Advising$90/hour$90/hour$90/hour
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