Global Advisers provides professional services to help our clients meet their financial goals and objectives. We are dedicated to serving the unique needs of our clients by delivering exceptional investment and account management services and custom alternative investment programs.
Services for Financial Professionals
Global Advisers provides professional services to help your clients meet their financial goals and objectives. We are dedicated to serving the unique needs of your clients by delivering exceptional investment and account management services and custom alternative investment programs.
All Services
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.