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BBVA Compass
Investment Solutions

As part of the BBVA Group, a global financial services group with operations in over 30 countries, BBVA Compass Investment Solutions offers local expertise with a global reach.


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Investment solutions for the financial stages of your life.

Regardless of what financial life stage you are in, BBVA Compass Investment Solutions is here to help. Our experienced Financial Advisors are here to guide you through each financial stage of your life. Choose a single solution, or work with our professionals to create a complimentary, customized, comprehensive plan.

Personal retirement solutions - aligning goals with resources

Effective habits to realize your retirement goals: 1) Supplement contributions to your company retirement plan with personal savings and 2) when changing jobs, transfer your existing retirement account to continue compounding and avoid unnecessary taxes and penalties. Our experienced financial advisors can help you do both.

Personal investment solutions to fit your specific needs

Personalized, cost-effective insurance solutions2

Insurance can provide for loved ones, safeguard earnings capacity, and protect hard-earned assets. Through our affiliate, BBVA Compass Insurance Agency, Inc.2, we can help you assess your coverage and evaluate protection products from a wide variety of insurance companies to find cost-effective and innovative solutions.

Business retirement solutions for you and your employees

A business retirement plan provides tax advantages, helps attract and retain employees, and, most importantly, provides for retirement. We can assist you in considering solutions that maximize these benefits and navigate the complexities of today's tax environment.

* If you are in an annuity through a tax-advantaged retirement plan, such as an IRA, you will realize no additional tax advantage from an annuity and should therefore only consider other features of the annuity.

1 Securities and investment products offered through BBVA Compass Investment Solutions, a division of BBVA Securities Inc, member FINRA and SIPC and an affiliate of Compass Bank. Securities and Investment Products: are NOT deposits, are NOT FDIC insured, are NOT bank guaranteed, are NOT insured by any other Federal Government Agency and may LOSE value.

2 Insurance products are offered through BBVA Compass Insurance Agency Inc. Insurance products are NOT FDIC insured, are NOT bank deposits, have no bank guarantee, and are NOT insured by any other Federal Government Agency. BBVA Compass Insurance Agency Inc., an affiliate of Compass Bank.

3 Advisory services are offered through BBVA Wealth Solutions, Inc., an SEC registered investment advisor, an affiliate of Compass Bank. Investors should note there are risks inherent in all investments, such as fluctuations in investment principal. No investment strategy can guarantee a profit or protect against loss.

4 Please carefully review the terms and conditions for any Equity Linked CD's in which you invest for important information related to FDIC deposit insurance. Selling an Equity Linked CD prior to maturity is subject to market fluctuations and proceeds from the sale could be substantially less than the original deposit amount.

View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

Our Headquarters

BBVA Compass Investment Solutions offices are located in the city of Houston, Texas, in the BBVA Compass Tower located at 2200 Post Oak Blvd, 18th Floor. We have offices in four other Texas cities, including San Antonio, Laredo, McAllen, and El Paso and branches located in La Jolla, CA, Miami, FL, and New York, NY.

Cash Accounts

Your cash account is a central brokerage account in the United States. Its primary purpose is the purchase, sale, and custody of investment products. The principal operations that can be performed with the cash account are:

Account statements are issued monthly only when there has been account activity; otherwise, they are delivered quarterly with all account activities, operations details, securities positions, updated portfolio assessment, and available balances. The account statements are delivered by courier.

Margin Accounts

Once your cash account has been established, it can be converted into a margin account.1

International Forms Gallery

Please refer to and access the forms applicable to your account. If you have any questions or need additional information with these forms, please call our office at 1-713-341-8241 or Toll Free: 001 800 630 23 77.

Account Maintenance

Account Transaction Forms

Corporate Accounts

Individual and Joint Accounts

1 All margin transactions will be subject to the execution, delivery, and acceptance of separate agreements with Pershing, LLC, the clearing firm for BBVA Compass Investment Solutions, a Division of BBVA Securities Inc.

2You must always contact BBVA Compass Investment Solutions to verify the amount available based on your portfolio before requesting any operation involving margin credit.

3In some cases, the drop in value of the instruments constituting the guarantee can be so large that it becomes necessary to sell some or all of of the portfolio to cover the guarantee proportion established in the margin credit contract. Your loss can be greater than the value of your account. This is why the investor must be aware of the risks involved in this type of account.

View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

Resources

Please refer to and access the forms applicable to your account. If you have any questions or need additional information with these forms, please call our office at 1-800-239-1930 and one of our representatives will be glad to assist you.

Other Services

View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

Why BBVA Compass Investment Solutions?

BBVA Compass Investment Solutions is as close as the nearest BBVA Compass branch.

Brokerage1 and Insurance Services2

Select from a wide array of investment and insurance solutions and services

Individualized Service, Customized Solutions

Retain control of your assets, benefit from experienced financial advisors, select the solution right for you

Convenient Locations

Find our licensed representatives at over 700 branches throughout the Sunbelt, from Florida to California

Investment solutions for the financial stages of your life. Regardless of what financial life stage you are in: start up stage, accumulation stage, retirement stage, or considering how best to transfer your wealth to the people and organizations that are important to you.

BBVA Compass Investment Solutions is here to help. Our experienced Financial Advisors are here to guide you through each financial stage of your life.

Choose a single solution, or work with our professionals to create a complimentary, customized, comprehensive plan. Our goal-based process includes:

  • Evaluating your current financial and life situation, analyzing your needs, assessing your risk tolerance, and helping you define your financial goals
  • Helping you develop investment strategies to meet your financial goals.
  • Working together to monitor your financial progress

* If you are in an annuity through a tax-advantaged retirement plan, such as an IRA, you will realize no additional tax advantage from an annuity and should therefore only consider other features of the annuity.

1 Securities and investment products offered through BBVA Compass Investment Solutions, a division of BBVA Securities Inc, member FINRA and SIPC and an affiliate of Compass Bank. Securities and Investment Products: are NOT deposits, are NOT FDIC insured, are NOT bank guaranteed, are NOT insured by any other Federal Government Agency and may LOSE value.

2 Insurance products are offered through BBVA Compass Insurance Agency Inc. Insurance products are NOT FDIC insured, are NOT bank deposits, have no bank guarantee, and are NOT insured by any other Federal Government Agency. BBVA Compass Insurance Agency Inc., an affiliate of Compass Bank.

View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

BBVA Compass Investment Solutions se especializa en proveer una amplia gama de servicios financieros. Le podemos asesorar en:

Contamos con una amplia gama de servicios que comprende desde operaciones bursátiles en línea hasta asesoría para inversionistas domésticos e internacionales. Estamos aquí para ayudarle a construir una estructura financiera diseñada a la medida de sus objetivos de inversion.

Revista Visión

View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

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View and Manage Account

Customer Service

Domestic Investments1-800-239-1930

International Investments 1-713-341-8241

Toll Free 001 800 630 23 77

Securities and Investment products offered through BBVA Compass Investment Solutions, a division of BBVA Securities Inc., member FINRA and SIPC and an affiliate of Compass Bank. Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.

Securities and Insurance Products:

Are NOT Deposits Are NOT FDIC Insured
Are NOT Bank Guaranteed May LOSE Value
Are NOT insured by any Federal Government Agency