Self Directed Investments
Customers can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.
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Customers can invest in stocks, bonds, ETFs, mutual funds, gold, & cryptocurrencies from their desktop or mobile device.
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The Self Directed Investments Program allows your customers to directly trade and manage their own funds to create an investment portfolio. Meet the demand of existing or new customers looking to access a trading platform from the bank.
Our team handles all components of the program including technology, client support, compliance, and program management. The program is free to your bank and generates recurring non-interest income. |
Clients can trade individual stocks, bonds, ETFs, mutual funds, gold, and cryptocurrencies all through a unified platform.
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Our platform provides a powerful suite of tools for clients who want to make their own investment decisions.
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Contact
(888) 212-9940 support@bancwealth.com |