ONLINE BANKING

BROKERAGE SERVICES

A brokerage account is an investment account that enables you to buy stocks, bonds, mutual funds and other assets with money deposited in your account. To access your brokerage account click on the brokerage portfolio button or use our balance enquiry toll free to quickly access your available balance and transaction records.

    BALANCE ENQUIRY: +1 (626) 517-7265

We provide MT5(MetaTrader 5) Trading platform to our brokerage customers for better trading experience. When you apply for a brokerage account, you have two options to choose from:

ATA Portfolios (Automated Trade Alert)

Key Benefits of WEAM ATA Portfolios

* Our robo-advisor builds, monitors, analyse and automatically sends a trade alert to you based on your goals.

* Get help from WEAM professionals any time, 24/7.

* Pay no advisory fee and no commissions.

* Just as if you'd invested on your own, you will pay the operating expenses on the ETFs in your portfolio, which includes WEAM ETFs.

* We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is restricted from trading

* Get started with as little as $10,000.

* Pay a one-time planning fee of $1,000, and just a $150 a month advisory fee after that.

PTD Portfolios (Personal Trade Decisions)

* This option provides customer access to the MT5 trading platform. The customer assumes the ability to forcast, predict the outcome of an asset on short or long future orders.

* Because trade decisions are made directly by you or your fund manager, there is no monthly fee applied to your balance.

* If you choose to employ the services of an experienced fund manager to trade on your portfolio, we have a list to choose from.

* Get started with as little as $10,000.

To get started today, send a mail to brokerage@westernequityassets.com