Partnership
Account Features
Professionally Managed
Open in any base currency
No minimum initial deposit required*
Broadest range of investment options
Immediate tax benefits
Tax-deferred capital gains
Open in any base currency
No minimum initial deposit required*
Broadest range of investment options
Immediate tax benefits
Tax-deferred capital gains
PARTNERSHIP ACCOUNT
Account Features
Professionally Managed
Open in any base currency
No minimum initial deposit required*
Broadest range of investment options
Immediate tax benefits
Tax-deferred capital gains
Open in any base currency
No minimum initial deposit required*
Broadest range of investment options
Immediate tax benefits
Tax-deferred capital gains
Key Facts
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.
Key Facts
Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries.
US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).
IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:
- No cash borrowing (i.e. cannot have a debit balance or short stocks).
- IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
- Withdrawals are permitted only in USD.*
- No stock or option cross-margining.
- No currency borrowing.
- Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.
Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.