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.
Our experienced financial advisors can work with you to establish effective habits that will help you realize your retirement goals. Our retirement solutions include:
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.
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.
Even if you reside outside the U.S, BBVA Compass' investment solutions are available to you. Here are two services we offer to you:
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.
Once your cash account has been established, it can be converted into a margin account.5
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:|
|ARE NOT DEPOSITS||ARE NOT FDIC INSURED|
|ARE NOT BANK GUARANTEED||MAY LOSE VALUE|
|ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|