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.
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 Personal Account
Wise Money Israel (WMI) offers self-managed 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.
Self-managed personal accounts are available for clients who can initially invest $5,000 USD (or equivalent in another currency) or more, with no limit to the level of funds that can be invested and are available for international clients from most nations. Once a client reaches an account balance of $100,000 USD (or equivalent) their account can become a Premium managed account. A personal account can be in the name of a single individual or jointly owned by two or three clients (relatives, partners etc.).
The investment account is held via an Israeli brokerage (Tel Aviv Stock Exchange member firm), however WMI 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 |