Types of Investment Accounts2
At Popular Securities, we offer the following accounts:
- Traditional brokerage account
- Managed Accounts using independent portfolio managers, with the support of the Popular Securities Advisory Group (PSAG)
Banco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular. Available to customers who request the service as of January 1, 2019.
1All products and brokerage services are offered by Popular Securities, LLC, registered broker/dealer, FINRA and SIPC. Popular Securities, Inc is a subsidiary of Popular, Inc. and affiliated to Banco Popular of Puerto Rico. Popular, Inc. and Banco Popular of Puerto Rico are not registered brokers.
2Investment products are not insured by the FDIC, are not obligations of, or guaranteed by Banco Popular de Puerto Rico and involve risks, including possible loss of principal invested.
3Every replacement or additional card: $5.00.
4Subject to credit approval. Outside funding available through National Financial Services as established by regulations. Restrictions apply when borrowing against securities. It is important that you fully understand the risks involved in borrowing money against securities. Please check the status of disclosures related to margin included in your margin agreement. Opening a margin account requires completing an application and an agreement that will be submitted for approval. Consult your financial advisor for details on benefits and risks.