Premium Personal Account
Wise Money Israel (WMI) offers fully managed, Premium investment accounts with Israel's leading brokerage firms. Your account can be a personal account (single or joint) or a Corporate account (companies, non-profits, partnerships and organizations) and may be opened remotely from outside of Israel or while visitng Israel.
Premium personal accounts are available for clients who initially invest $75,000+ USD (or equivalent in another currency), with no limit to the level of funds that may be invested. A personal account can be in the name of a single individual, jointly owned by two or three clients (relatives, partners etc.), or in the name of an organization/corporation.
The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm) and is managed by WMl which has limited Power of Attorney to advise, buy and sell securities on behalf of the client. Clients have access to their accounts at all times via the brokerage's online trading portal.
|ID Certification Assistance|
|Account wiring Assistance|
|Initial Portfolio Securities Purchasing|
|Detailed Portfolio Reporting (quarterly)|
|Tax Report Preparation|
|Additional funds allocation|
|Ongoing Investment Advising|
|Annual management fees||Based on account balance|
|Account Types||Premium Value, Premium, Premium Platinum
(Individual, Joint, Corporate or Nonprofit)