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Investment account only

A Benleumi investment only account – the best place for professional, reliable and quality management of your investment portfolio

An investment only account provides you a comprehensive service solution with professional and advanced tools that will help you as an investor in the investment arena.


The Benleumi investment account is the best place for professional, reliable and quality management of your investment portfolio.  Here, you will enjoy a variety of benefits and services, unique and exclusive to Benleumi customers.


An investment account aims to provide you, regardless of the scope of your investment portfolio, the best personal attention, integrating an online and immediate, updated, professional and reliable response.  Throughout the entire process, you know that your account is in the best hands.  All that you have to do is open an investment account, without transferring a salary or performing additional deposits, and then you can immediately enjoy all of the unique benefits that the Bank offers you.


There are 2 investment account options:


Extended consulting plan


Here, you will enjoy advanced consulting services supported by innovative consulting systems that enable you to enjoy automatic updates received from the Benleumi Research Department regarding your specific investment portfolio*:

  • Advanced consulting services from Bank experts in the branches
  • Exempt of current account commissions**: Exempt of commissions for 5 teller and/or direct channel transactions (including minimum commission)
  • Investment portfolio ON GUARD service: The investment portfolio composition will be subject to a quarterly review and shall be adjusted to recommendations from Bank investment experts.
  • Conference calls with investment experts of the Bank management: The call will include professional reviews of the developments in the capital and financial markets in Israel and abroad.  To register, please leave your details at 03-5134899.
  •  INFO LINE – Real time stock market and foreign currency information: A telephone answering system that applies a unique voice recognition technology and enables you to obtain real time updates on trading rates in stock markets in Israel and abroad and on foreign currency rates (the service is available to Benleumi Call subscribers only).
  • MONEY TIME magazine, directly to your mailbox: An internet magazine with articles, interviews and general reviews of the capital and foreign currency market, Bank news and investment tips, all at one place.  The magazine will help you properly manage your investment portfolio and understand the developments and changes in the dynamic market.


To subscribe to the magazine and receive reviews – Press here

  • Investment Call Center *3424: The investment call center is a line dedicated to investors, manned by investment consultants with a great deal of experience and know-how.  Using the call center, you can immediately complete transactions and enjoy reliable and professional service available to you between 08:00-23:15.


Independent active plan


With this plan, you can trade independently using a professional and unique trading system operating both in Israel and in the U.S. (Duchifat system).

  • Professional trading system – Free: The unique and advanced system enables you to manage your investment portfolio and conduct online transactions with the stock market in Tel Aviv and the U.S.  The system offers many varied functions, including Stop Loss settings abroad, daily profit/loss displays, local and foreign split system and many more applications ensuring that you are updated and in control of what is happening.
  • Exempt of current account commissions**: Exempt of commissions for 5 teller and/or direct channel transactions (including minimum commission)
  • MONEY TIME magazine, directly to your mailbox: An internet magazine with articles, interviews and general reviews of the capital and foreign currency market, Bank news and investment tips, all at one place.  The magazine will help you properly manage your investment portfolio and understand the developments and changes in the dynamic market.


To subscribe to the magazine and receive reviews – Press here


For more information, dial the investment call center at *3424
 

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