My Account & Login

My Account & Login

Why might today's trades not appear on a broker account statement?

Broker account statements only include trades up to the previous day

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My Account & Login

Why am I required to designate a Base Currency for my account?

As clients trading global products are likely to hold positions which are denominated in various currencies, a single currency needs to be chosen for the purposes of translating statement balances

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Why hasn’t the dividend payment appeared in my account on the scheduled date?

When Dividends are paid by the company they will go to Mexem first, from here the withholding tax will be applied and funds will be deposited into your Mexem account

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Why does my statement not reflect my loss?

Your statement is likely not reflecting your loss due to a "wash sale" A sale of stock or securities is considered a "wash sale" if a trader sells shares or securities at a loss and purchases the s...

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Why did I receive an amended tax statement?

Specific investments are prone to annual income reclassification and other adjustments by their issuer, frequently after the original tax statement has been issued for your account

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My Account & Login

Why does my new login from Mexem show that my password is expired?

The initial password provided by Mexem does not expire

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Why did my account close?

MEXEM will automatically close individual accounts if an account is without funds, positions or subscriptions it will close automatically after 3 months

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My Account & Login

Why can't I log into my paper trading account?

You may not be able to log into your paper trading account if: You requested a new paper trading account that isn't ready

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My Account & Login

Why can I log in to Client Portal but not TWS?

If you are able to log in to Client Portal/Account Management, but not any of the trading platforms, then there is no problem with your login credentials (i.e., user name, password and 2 factor aut...

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Why are my market data subscriptions pending?

You may need to finalize the Non-Professional Questionnaire in Client Portal/Account Management for each user.It is also possible your account does not meet the market data subscription minimum and...

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My Account & Login

Why am I unable to close my account?

Login to your client portal and in the account settings, you can delete the account.

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My Account & Login

Which MEXEM entity carries my account?

MEXEM conducts business through a number of broker subsidiaries as listed below

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My Account & Login

What steps are needed to change the base currency of an account?

Steps:Log into your Client Portal / Account Management

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My Account & Login

Which accounts are eligible for linkage?

You can link your numerous accounts under a single username and password, including accounts that are managed by an Advisor or a Broker

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My Account & Login

Where should I declare my TBSZ account for tax reporting purposes?

Once you digitally sign the TBSZ agreement, we will provide to you the necessary documents that you will have to send it to the NAV.

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My Account & Login

Where can login details be found once an account is opened?

Once the account is open, you will receive the log in details by mail and SMS

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Where can I see a history of my account's activity?

Steps:1

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Where can I obtain a TOD Distribution form?

If you are a designated beneficiary, you may obtain the TOD Beneficiary Distribution Form from our homepage

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Where can I find my account number?

If you are in Client Portal/Account Management, click the Portfolio menu option

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My Account & Login

What should I do if my temporary digital virtual security device has expired?

If your temporary digital virtual security code card has expired, you will need to contact MEXEM Client Services via phone to receive a temporary passcode and activate a permanent device.Once you r...

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My Account & Login

What should be done if credentials for a demo account are not received?

When you create a demo account you also chose your password

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My Account & Login

What should I do if I believe that my account has been hacked?

If you believe that your account has been hacked or compromised it is critical that you contact your local Client Service Center immediately so that we may verify your identity and take the necessa...

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My Account & Login

Is it necessary to transfer in USD if my account's base currency is the dollar?

No, you can deposit in other currency's

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My Account & Login

What is the process for converting a Cash Account to a Margin Account?

Steps:Log into your Client Portal / Account Management

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My Account & Login

What is the difference between a partition and a linked account?

With Account Partitions, you allocate cash and/or positions from your current IB account into a newly created "partition" which is then managed by the professional Advisor or Broker of your choice

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My Account & Login

What is the base currency for my account?

You can confirm your base currency from: Client Portal/Account Management: Go to menu Settings followed by Account Settings.Under Configuration it is stated the Base Currency

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What happens to my account in the event of my death?

If you hold an account with a Transfer on Death (TOD) designation, your stated beneficiaries should contact MEXEM Client Services for assistance in completing the TOD Beneficiary forms.In all other...

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What happens to my account in case of passing?

The heirs and/or Notary can contact us in order to start the estate processing procedures.

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My Account & Login

What does the account ending in -F signify?

The "-F" part of an MEXEM Universal account is the IB UK Regulated segment that clears and holds OTC products like physical metals.

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My Account & Login

Is there an account type for investing on behalf of someone else, with the option for them to later take over?

They can open their own account via mexem.comSteps:1

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Is there a minimum deposit required to obtain a margin account?

Assuming the client has met the essential requirements which consider age, investment objectives and financial qualifications, their account will be assigned margin permissions at the point of appl...

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My Account & Login

Is it possible to transfer an IBKR TBSZ account to MEXEM?

It is possible by linking the IBKR account to MEXEM

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My Account & Login

Is it possible to have more than one paper trading account?

Each MEXEM account is only allowed one paper trading account

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My Account & Login

Is it possible to deposit USD without having the funds available in my bank account?

You can only deposit USD if you own them in your Bank account

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My Account & Login

Is it possible to change the Financial Advisor on my account?

Should you wish to change financial advisors, please contact Client Services and ask for the form Authorization to designate a new financial advisor

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My Account & Login

Is it possible for partners to share a single broker account?

Yes, you can request a joint account, which is a broker account owned by two individuals

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My Account & Login

Is it necessary to designate a legal person as a beneficiary?

It is optional, if you choose to add a person, fill every fields on the form regarding the beneficiary and submit it

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Is it doable to engage in paper trading without holding an account?

You can only use a Paper trading account if you have a Live account with Mexem.

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My Account & Login

I'm enrolled in SYEP but my shares aren't being lent?

There is no guarantee that all eligible shares in a given account will be loaned through the Stock Yield Enhancement Program as there may not be a market at an advantageous rate for specific securi...

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My Account & Login

How to reset the Two - Factor Authentication (2FA)?

Steps:1) Open the app2) Click on the 3 dots in the login page 3) Click many times the voice ''version'' 4) Click on restart 2 key factor authentication

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My Account & Login

How to avoid U.S. dividend tax as I am not a resident?

Dividends paid on U.S

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My Account & Login

How long can I trade with my demo account without deposit funds?

After 3 to 4 months, it will be deleted along with the real account.‍

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My Account & Login

How do I update my W-8BEN form?

Account holders may update their W-8BEN tax form through Client Portal/ Account Management: Log into Client Portal/ Account Management Select Settings followed by Account Settings Under Profile(s),...

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My Account & Login

How do I update my financial profile?

To update your financial profile, follow these instructions: ‍1) Log in to the MEXEM website using your real account credentials 2) Go to settings 3) Click on the 'financial profile' option 4) Sele...

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My Account & Login

How do I update my address?

To update your mailing or residential address: Log in to Client Portal / Account Management Click on Settings and Account Settings In the Profile section, click the Edit (pencil) icon for the profi...

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My Account & Login

How do I transfer the MEXEM Mobile authentication to my new phone?

If you've purchased a new Smartphone and wish to transfer your existing MEXEM Mobile authentication profile from your old Smartphone to your new phone you can do so without Client Service assistanc...

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My Account & Login

How do I sync my MEXEM Mobile watchlist with TWS desktop?

This feature works differently based on your TWS desktop version

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My Account & Login

How do I subscribe to market data from Client Portal?

In order to see live market data, you must subscribe to market data through Client Portal/ Account Management: Log in to Client Portal/ Account Management Click on Settings followed by User Setting...

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My Account & Login

How do I obtain tax statements for a closed account?

After an account is closed, the account holder retains access to Client Portal/Account Management to view or print historical activity and tax statements

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My Account & Login

How do I manage my trading permissions?

To update your trading permissions use the button above: Log in to Client Portal/ Account Management Click the Settings menu followed by Account Settings If you manage numerous account, choose an a...

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My Account & Login

How do I link my checking account to my MEXEM account?

You can link your checking account to your MEXEM account for the purpose of transferring USD denominated funds between the two accounts via ACH

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My Account & Login

How do I download my statement into third party software?

To download statements to 3rd party software, in Client Portal/Account Management, click on menu Reports followed by Statements.(If you manage or maintain numerous accounts, Account Selector opens

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My Account & Login

How do I download my statement into Quicken?

Clients may download their Activity Statement in Client Portal or Account Management

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My Account & Login

How do I create, edit or delete a Flex Query?

To create, edit or cancel a custom Flex Query, login to Client Portal/Account Management and go to Reports followed by Flex Queries

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My Account & Login

How do I create a watchlist?

You can create a watchlist through the Client Portal after logging in.

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My Account & Login

How do I convert my individual account to a joint account, or vice versa?

MEXEM does not support the direct re-characterization and conversion of a given account type to another as each structure typically requires specific account holder information, legal agreements an...

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My Account & Login

How do I convert my individual account to a trust or LLC account?

Please note that MEXEM does not support the direct re-characterization and conversion of a given account type to another as each structure usually requires certain account holder information, legal...

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My Account & Login

How do I configure the tax basis for the account?

The default tax basis arrangement for all accounts is First In, First Out (FIFO), but it can be changed on a per day and per symbol basis

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My Account & Login

How do I connect my account to Excel?

It is possible to download your account data, including trades, via API Dynamic Data Exchange (DDE) into Excel

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My Account & Login

How do I configure email trade confirmations?

It is possible to configure trade alerts to be sent to your email in both the TWS and MEXEM Mobile trading platforms

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My Account & Login

How do I change my password?

IMPORTANT NOTE: For security reasons, MEXEM does not reset passwords via email or online chat.‍Steps:‍1

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My Account & Login

How do I change my passport number?

You will require assistance from our Client Services team to update your passport number on your account.Please send an email to MEXEM as directed on our website (Upload/ Fax/ Post tab) and add the...

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My Account & Login

How do I change my email address?

You can change your email address using the following: Log in to Client Portal/ Account Management Click on Settings followed by User Settings In the Communications panel click the Configure icon (...

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My Account & Login

How can the TWS layout be changed?

Steps:‍1

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My Account & Login

How can one obtain an order ticket with complete details such as company name and holdings after placing an order?

You can see the trade confirmation within 5 minutes after the trade.Steps of trade confirmation:1

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My Account & Login

How can I unsubscribe from MEXEM marketing material?

You can unsubscribe from both mailing and electronic marketing materials from the MEXEM website

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My Account & Login

How can market data be accessed in a paper trading account?

Steps:1) Login in the website of MEXEM with the credentials of the real account 2) Go to settings 3) Click on ''paper trading account'' 4) Click on ''yes'' on the voice ''do you want to share the m...

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My Account & Login

How can I switch between a deposit account and a cash account?

To switch from a Margin Account to a Cash Account, or from a Cash Account to a Margin Account, follow these instructions:‍1) Log in to the MEXEM website using your real account credentials 2) Go to...

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My Account & Login

How can I review the trades from the past year?

You need to download an activity statement:‍Instructions: 1

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My Account & Login

How can i reset my password in my demo account?

Steps:1

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My Account & Login

How can I find all interest charges for a certain time period?

Account holders maintaining a long security position (e.g

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My Account & Login

How can I downgrade from Professional to Non-Professional status for market data purposes?

To request a downgrade to Non-Professional, log in to Client Gateway/Account Management and go to the Settings, User Settings menu

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My Account & Login

How can I change my phone number to receive SMS authentication messages?

The mobile two-factor authentication via SMS is temporary and will be removed once you activate one of the digital or physical security devices

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My Account & Login

How can I add another person to my individual account?

The potential to add another person to your individual account depends upon their intended ability or role

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My Account & Login

How can I check if I have a margin type account?

Your account type (Cash, Margin or Portfolio Margin) can be found in the Account Information section (next to Account Capabilities) of your activity statements.To access recent statements:Log in to...

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My Account & Login

How can i change my margin account to cash account?

Steps:‍1

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My Account & Login

How can a deposit be made if not any credentials and bank details are given?

As soon as your account will be opened you will get an email with your log in credentials and the bank details

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My Account & Login

How are the U.S. shares in my account registered?

While clients are the beneficial owner of all securities held in their account, all such securities are held in 'Street Name' meaning that they are registered in the name of MEXEM on the books of t...

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My Account & Login

Does the Paper trading account expire?

Not as long as the Live account has a positive balance

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My Account & Login

Do I need a margin account to trade ABN AMRO shares if I only have a cash account?

You can not sell Short with an account type Cash

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My Account & Login

Can the same login details be used for both Live and Paper accounts?

It is not possible therefore, you must create a Paper account in your Account ManagementSteps:1

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My Account & Login

Can I transfer shares that I hold in my portfolio for short selling into a cash account?

No, the ability to short sell stocks is only for margin accounts.

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My Account & Login

Can I setup a custom amount of my Demo account?

Yes, login in the Web Portal with the demo account details, settings and paper account cash reset

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My Account & Login

Can I make multiple deposits into a TBSZ account, or must it be fully funded initially?

You can deposit to the account during the accumulation year, until the 31st of December as many times as you like.

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My Account & Login

Can I open a joint account with MEXEM?

Yes, you can open a joint account with MEXEM

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My Account & Login

Can I have more than one demo account connected to my Live?

No, one demo account maximum per Live account

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My Account & Login

Can I convert currency with a Cash account?

Cash accounts are not allowed to trade Forex on a leveraged basis, but are allowed to convert one currency to another

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My Account & Login

Can I changed my primary username?

No, the primary username is created at the point of account application and is correlated with the account permissions, trading capabilities, and login access in addition to disclosures, agreements...

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My Account & Login

Can assistance be provided for an account linked from IBKR?

Unfortunately, for compliance reasons, assistance cannot be provided until later in the week when your account becomes visible in our system.‍

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My Account & Login

Are there any charges associated with opening an account?

No, we do not have any fee to open and maintain the account.

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