We want to expand economic opportunity beyond the 1% to billions of people in emerging markets. To do that, we're bringing...
Passfolio is a mobile trading app on a mission to expand the global economy by giving people around the world access to US stocks...
Passfolio Securities, LLC is an SEC-registered broker-dealer, and a member of both the Financial Industry Regulatory Authority (FINRA)...
If Passfolio, for any reason, ceases to operate, the assets of the clients will be transferred in an orderly manner to another registered...
Given my financial situation, should I choose an investment advisory service? Should I choose a brokerage service?
To create an account with us, you need to meet the following requirements...
We offer cash accounts, which means that trades must be paid in full at the time of order execution. Rules for payment of securities...
A joint brokerage account is shared by two individuals. Joint brokerage accounts are most commonly held by spouses, but are also opened...
Stocks are pieces of a company. Imagine a company is a large pizza that you can cut into a lot of small pieces. Each small piece...
We do not charge commission fees to trade stocks priced US$ 5 or more. For stocks that are priced below US$ 5, there is a US$ 0.02 charge...
Cryptocurrencies can be an interesting option when it comes to portfolio diversification, and their value may increase significantly as...
Passfolio Crypto is a product of Passfolio Financial. We have partnered with Gemini to custody cryptocurrency. The majority of your...
Cryptocurrency trade fees are based on the order amount: $0.99 for orders not more than $10, $1.49 for orders not more than $25...
Cryptocurrency trading is available to anyone that passes our Know Your Customer and Anti-Money Laundering processes. Please note that...
Cryptocurrency trade fees are based on the order amount: $0.99 for orders not more than $10, $1.49 for orders not more than $25...
When you deposit via TED, our payments partner, Facilita Pagamentos S/A, is the party responsible for receiving and converting your money.
When you deposit via TED, our payments partner, Facilita Pagamentos S/A, is the party responsible for receiving and converting your money.
To make a deposit via Remessa Online, open Remessa Online’s website, and follow the steps...
If you are depositing via Revolut, please check the conversion rate with the responsible third-party you’re using to transfer funds.
If you are depositing via TransferWise, please check the conversion rate with the responsible third-party you’re using to transfer funds.
Passfolio charges no commission fees* in stock trading, which helps investors keep more of their money. To trade a stock, please follow...
Orders can be canceled in the History section of your Account menu in some specific cases...
We understand that time is money, but sometimes money also needs to rest. In 2020 the U.S. market will be closed on the following days...
You have all ownership rights and are registered as the beneficial owner of any stock you buy in Passfolio. That means every dividend and...
Passfolio is a product of Passfolio Securities, LLC, an introducing broker, which means that it uses a clearing brokerage for back office...
Margin Trading is when you borrow funds from a brokerage firm to purchase securities...
Before investing with Margin, it's important to keep in mind the additional risks and responsibilities it carries...
In order to apply for Margin on your account, you first need to subscribe to Passfolio Pro...
Your Margin account at Passfolio typically has a leverage of...
The margin interest rate charged on the money you borrow in your Margin account is...
To withdraw funds, you can choose from the following available methods: TED, Paper Check (US only), ACH...
If you want to transfer your stocks out of your Passfolio account, please contact the broker you want to transfer your assets into to...
Linking your bank account is only necessary when you want to withdraw - Go to your Account page in the bottom right...
We currently have two deals - First Deposit Prize: minimum deposit of US$1000 to be able to win a surprise stock in the amount of US$1 up...
Our referral program allows you to invite your friends to use Passfolio and earn rewards. For every friend...
The following terms and conditions apply to promotions where users must redeem a promotional code as part of the offer. The promotional...
Find out more info about how to update your information, such as your password, email address, phone number and more...
If you are having problems with verification emails, make sure they are not going to your spam folder and that your e-mail address is...
In order to secure your account, we recommend you to take the following steps: Never share your password: You will never be asked to...
Our 2FA is via SMS and by default required of everyone upon registration. Since it’s connected to your cellphone number, it’s not...
Our team will never ask for your account password or any information regarding your accounts on other trading platforms. If you have...
Passfolio Pro is a premium subscription service that allows you to up your game with advanced features...
Once you subscribe to Passfolio Pro, you will have access to all features in the basic subscription and additional features such as...
You can activate your Passfolio Pro subscription by following these steps...
When you subscribe to Passfolio Pro, you can choose between an annual subscription or a monthly subscription...
If the day of the renewal of your subscription comes and you don't have enough cash to pay for it...
To create an account with us, you need to meet the following requirements...
To make a deposit, open your Passfolio app and follow the steps: Click on Transfer; Click on Deposit; Click on Deposit to account...
Passfolio charges no commission fees* in stock trading, which helps investors keep more of their money. To trade a stock, please follow...
Securities less than $5 cost $0.02/share. Please see our disclosures on other charges.
Please see the terms of our referral program.
Please see our fractional shares disclosure.
Please read important legal disclosures that apply to your relationship with Passfolio.
Investing involves risk, including possible loss of principal.
Securities and cryptocurrencies are very different types of assets.
Cryptocurrencies are not securities.
Purchasing cryptocurrencies comes with a number of risks. Please read Passfolio Financial Cryptocurrency Risk Disclosure.
Currency and cryptocurrency exchange services provided by Passfolio Financial LLC (“Passfolio Crypto”), a US Money Services Business registered with FinCEN. Passfolio Financial LLC is not a broker dealer. Cryptocurrencies are not protected by either FDIC or SIPC. Securities products and services offered to self-directed investors through Passfolio Securities LLC Member FINRA / SIPC. Passfolio Securities, LLC does not provide cryptocurrency-related services. Passfolio Securities LLC is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
Passfolio is the brand name of Panchain, Inc. Passfolio Securities LLC and Passfolio Financial LLC are fully-owned subsidiaries of Panchain, Inc.
To purchase securities using cryptocurrencies, you must first convert it into U.S. Dollars using Passfolio Financial LLC. You must then move the U.S. Dollar proceeds to your brokerage account at Passfolio Securities LLC where you can use it to buy securities.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading.
Content, news, research, tools, market data and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. The information provided is not warranted as to completeness or accuracy and is subject to change without notice. The information provided should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results and are not guarantees of future results.
All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Consider the investment objectives, risks, charges, and expenses of a fund before investing. Contact us for a prospectus containing this information.
Please remember that diversification is not an investment strategy without risk, and in certain circumstances, it may not fit your investment objectives. Past performance is no guarantee of future results.
Certain services (“Services”) offered through our mobile app are offered only in jurisdictions where it is legal to do so. The availability of the Services over the Internet is not a solicitation for or offering of the Services to any person in any jurisdiction where such solicitation or offering is illegal. We reserve the right to limit the availability of the Services to any person, geographic area, or jurisdiction, at any time and in our sole discretion. We make no representation that the Services are appropriate or available for use in locations outside of United States, or that accessing our mobile app is legally permitted in countries or territories where the Services may be illegal. If you access the Services from other locations, you do so at your own risk and are responsible for compliance with local laws. In particular, we are not authorized by the Brazilian Securities and Exchange Commission (CVM) to offer securities distribution services to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil. The Services are not specifically directed to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil and should not be understood as an offer of services directed to such investors.
According to CVM's Legal Opinion No. 33, dated September 30, 2005, Passfolio contracted RB Capital Investimentos Distribuidora de Títulos e Valores Mobiliários Ltda. ("RB Investimentos"), a Brazilian securities distributor duly authorized by the Central Bank of Brazil and the CVM, through which RB Investimentos makes Passfolio's services available to investors resident, domiciled or incorporated in the Federative Republic of Brazil. The services provided by RB Investimentos should not be understood as an offering of securities directed to such investors. Although RB Investimentos has been hired to provide Passfolio's services, Passfolio offers its services exclusively in the United States and under the rules and regulations applicable in that country. As these services are investments made directly in the United States through Passfolio, they are not registered with or subject to the supervision of the CVM or any other Brazilian regulatory agency, so the investor must have knowledge of the language and local regulation. Investors resident, domiciled or incorporated in the Federative Republic of Brazil who have become or will become clients of Passfolio through RB Investimentos may contact the following e-mail addresses: suporte@passfolio.us / contato@rbinvestimentos.com
Investors should consider the investment objectives, risks, and charges and expenses of an Exchange Traded Fund ("ETF") carefully before investing. Before investing in any ETF, you should consider its investment objective, risks, charges and expenses. Contact us at support@passfolio.us for a prospectus containing this information. Read it carefully. ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. ETFs are subject to risks similar to those of stocks. Some specialized exchange-traded funds can be subject to additional market risks. Leveraged and inverse exchange-traded products are not designed for buy and hold investors or investors who do not intend to manage their investment on a daily basis. These products are for sophisticated investors who understand their risks (including the effect of daily compounding of leveraged investment results), and who intend to actively monitor and manage their investments on a daily basis.
Be sure to consider your own financial situation, perform thorough research, and consult with a qualified tax professional before making any investment decisions concerning REITs. Investments in REITs and other real estate securities are subject to similar risks as direct investments in real estate. The real estate industry is particularly sensitive to economic downturns.
Where an investment is denominated in a currency other than the investor’s currency, changes in rates of exchange may have an adverse effect on the value, price of, or income derived from the investment.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Market data refreshed at least every 15 minutes unless otherwise indicated. Market data provided by Polygon.
FINRA BrokerCheck reports for Passfolio Securities LLC are available at https://www.finra.org/brokercheck.
Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind. Unless otherwise noted, Passfolio Securities, LLC and its affiliates are not partners, affiliates, or licensees of these companies.
Passfolio Securities, LLC
Member FINRA/SIPC
V.09 11/24/2020