Brokerage Account

The Brokerage Account is our versatile and full-service investment platform. A Mercantil CIS Financial Consultant provides assistance in product and securities selection and guides the customer throughout the investment execution. Most savvy and active investors may want to use on-line trading capabilities (stocks and mutual funds) for added convenience and speed.

Who benefits?

The Brokerage Account is designed for individuals who prefer to design and implement their own investment plan.

What is included?

The Brokerage Account provides access to a full range of global markets: equities, bonds, cash equivalents, and a wide variety of investment products such as mutual funds, hedge funds, exchange-listed funds, ETF, structured products, etc. Mercantil CIS’ network of counterparties together with Pershing’s global capabilities allow for easy access to worldwide investing. All Mercantil CIS customers have online access to account information as well as the option to receive electronic notifications of confirmations and statement, eliminating the need to depend on regular postage mail.

How much is it going to cost?

The Brokerage Account is competitively priced when compared with full-service providers. For a complete schedule of transaction fees, please contact us.

The Brokerage Account platform is available using standard or retirement accounts

For more information please contact us.