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:

  1. Deposit of funds through electronic transfer
  2. Purchase / sale of securities
  3. Custody of securities
  4. Withdrawal of funds through an payment order
  5. Deposits / transfers of securities

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.
For further information, contact us.