Investment solutions for the financial stages of your life.

Regardless of what financial 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. Work with our professionals to create a complimentary, customized plan, or get started with one of these financial planning tools below.

Discover our International Investments


Your Retirement Check-Up

Use this tool whether you’re just starting or verifying an existing plan.

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Preparing for Education Costs

Start planning for the cost of college and grad school for you, your kids, or your grandkids.

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Personal retirement solutions—aligning goals with resources

Our experienced financial advisors can work with you to establish effective habits that will help you realize your retirement goals. Our retirement solutions include:

  • IRAs
  • Simple 401(k)
  • Lifetime Income Solutions
  • Fixed Annuities*
  • Variable Annuities*

Personal investment solutions to fit your specific needs

  • Mutual Funds
  • Unit Investment Trusts
  • Fixed Annuities2
  • Variable Annuities1,2
  • Equity Linked CDs4
  • Professionally managed portfolios including BBVA Compass SmartPath® Portfolios of mutual funds or separately managed accounts3
  • 529 and Other College Savings Programs
  • Fixed Income Securities
  • Discount Brokerage Services
  • Wealth Transfer Solutions2

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.

  • Term Life Insurance
  • Permanent Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Insurance Solutions for Your Business

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.

  • Simple IRA
  • Simple 401(k)
  • SEPs
  • 401(k) Plans

International Investments

Even if you reside outside the U.S, BBVA Compass' investment solutions are available to you. Here are two services we offer to you:

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:

  • Deposit of funds through electronic transfer
  • Purchase / sale of securities
  • Custody of securities
  • Withdrawal of funds through an payment order
  • 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.

Margin Accounts

Once your cash account has been established, it can be converted into a margin account.5

  • A margin account allows you to obtain a loan for a percentage of your portfolio value, depending on the type of asset. Your portfolio value will be held in guarantee of payment, when the values that comprise it are eligible to do so.6
  • Margin accounts have certain risks that investors must be aware of in order to deal with the consequences in case of market fluctuations.7

Get important facts and background information about BBVA Compass Investment Professionals on FINRA BrokerCheck.

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Details you need to make a smart decision

Links to third party sites are provided for your convenience and do not constitute an endorsement. BBVA Compass does not provide, is not responsible for, and does not guarantee the products, services or overall content available at third party sites. These sites may not have the same privacy, security or accessibility standards.

* 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.

5 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.

6You must always contact BBVA Compass Investment Solutions to verify the amount available based on your portfolio before requesting any operation involving margin credit.

7In 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.

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: