Only one trading session is allowed per username. If you're already logged into a session (e.g. TWS or MEXEM Mobile) and try to start another (e.g. Client Portal), you'll receive a warning. You can manage your account but won't be able to trade. Click "Log in with Trading/Market Data" to enable trading and disconnect the other session.
Read MoreTo switch from an individual to a trust or LLC account with MEXEM, you need to open a new trust or LLC account, then request a transfer of assets. Once the transfer is completed, the individual account will be closed. More details are available in our Knowledge Base.
Read MoreNo, we do not provide a list of all ETFs available for clients classed as Retail under European ESMA regulations. Clients might use the Order Preview feature to check the current restrictions for a given asset.
Read MoreTo trade an odd lot, enter the desired number of shares in the Quantity field. No additional settings or configurations are required.
Read MoreIn order to see how much cash is in your account, click on the Account menu option in TWS followed by Account Window. Scroll down to the section titled Market Value - Real FX Balance...
Read MoreAn IPO is an initial offering, made to the public, to purchase shares in what has historically been a privately owned company. If an Initial Public Offering (IPO) is successfully completed, the shares that have been issued by the company will become publicly tradable on the listing exchange...
Read MoreCost basis of transferred positions is sent by the transferor after settlement. Until then, MEXEM classifies positions as non-covered with default cost basis. Clients can manually update the cost basis via Client Portal/Account Management. Cost basis of covered positions updates automatically. More info in MEXEM Users' Guide.
Read MoreTransfer on Death accounts only allow percentage-based distributions, as the account value isn't fixed. You can assign up to 6 primary beneficiaries whose shares total 100%. Optional contingent beneficiaries can be appointed, or if a primary beneficiary predeceases the account owner, their share can be assigned to remaining primaries or your estate.
Read MoreMEXEM only creates estate accounts upon the death of an existing account holder, not from existing estate applications. Assets are distributed in the estate's name, not to individual heirs.
Read MoreShould you wish to change financial advisors, please contact Client Services and ask for the form Authorization to designate a new financial advisor .Documents can be submitted by either replying and attaching the form to the email you received from MEXEM or by attaching the form to an inquiry ticket which can be created in Client Portal or Account Management.
Read MoreThis guide explores online stock trading, detailing broker types like full-service and discount and Direct Stock Purchase Plans for direct company investments. It emphasizes brokerage accounts, online platforms with user-friendly interfaces, and commission-free trading. Covering margin and paper trading provides a detailed process for buying stocks, including research and trade execution. The guide advises on selling strategies, long-term investment, and timing, aligning with Warren Buffett's approach, and highlights top stocks for November 2023.
Stock splits serve as a strategic tool for companies to increase outstanding shares and make them more accessible to a broader investor base. The analysis covers types of stock splits, their impact, and motivations behind them. It also provides real-world examples from high-profile companies like Amazon and Alphabet, and lists companies planning stock splits in 2023.
Bull markets feature rising asset prices, strong GDP, and investor optimism, favoring growth stocks and buy-and-hold strategies. Bear markets are marked by declining prices, economic downturns, and pessimism, making value stocks and defensive investing more viable. Both conditions necessitate tailored risk management and investment strategies.