Account Types
Securities brokerage account
This account offers you full control over all the decisions related to investment.
With a self-managed securities brokerage account, you trade directly through an online trading platform.
We provide access to global markets – enabling you to diversify your investment portfolios through an extensive offering of securities – equities, bonds, ETFs, and derivatives.
- Online account access.
- Secure portal access to investing insights & resources.
- Access to advisory newsletter (subscription-based service)
Investment advisory account
We combine traditional brokerage with investment advisory services – all incorporated into a single solution through the utilization of our certified investment advisors for assistance.
- Personal relationship with an experienced investment advisor.
- Receive specific investment recommendations.
- Regular communications by phone, email and secure portal.
- Online account access.
- You have full access to J. Knobel brokerage services, and you will always have the final say on your investments.
Want to know our pricing?
We can tailor your relationship with us, depending on how involved you want to be.