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), a Corporate account (companies, non-profits, partnerships and organizations) or a U.S. IRA account that invests the funds from your retirement funds through our IRA partner administrators. Personal and corporate accounts may be opened from any country in the world.

Premium personal accounts are available for clients who initially invest $100,000+ 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 with an Israeli brokerage (Tel Aviv Stock Exchange member firm) and is managed by WMl who 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.

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 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), a Corporate account (companies, non-profits, partnerships and organizations) or an IRA account that invests the funds from your retirement funds through our global partner administrators (IRA accounts are currently available for clients in the U.S. only).

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 with an Israeli brokerage, 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.

 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
Brokerage Fees View View View
Brokerage fees:

Account handling fee: $5 USD per month
Transaction commission: 0.1%-0.16% of the amount transacted
Mutual fund purchases and sales are exempt from transaction commissions
Security safekeeping fee: 0.19% per year* (of the amount in the account)
*discount available for Israeli residents