We offer the ability to convert currency, either to establish a cash position or trade foreign products. Your investment manager will place a currency trade, enter the currency pair you wish to trade, and complete the transaction in your account.

Residual cash balances in non-base currency are converted automatically in base currency within 2 working days at no cost for clients.
In a Cash account the commission will be charged in your base currency.

We also offer a FX Auto-Swap Program, which offers clients carrying large forex positions providing superior carry costs when holding positions not closed out intraday. This program is not designed for and would not benefit any client who holds a single-currency long balance. The facility is associated with equal and offsetting positions in the forex market. The design allows clients to benefit from our participation in the interbank forex swaps market, where implied interest rate spreads are typically much narrower than spreads available in the retail deposit market.

For more information about our currency program, contact your investment management team.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

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.