MEXEM Family Offices

Family Offices

Family Office Managers have the freedom they need to manage any estate with MEXEM’s lowest costs, access to global markets, advanced trading platform, and cash management tools.

MEXEM Lower Costs

Lower Costs

MEXEM Global markets


MEXEM Innovative Technology


MEXEM Cash Management

Cash Management

MEXEM Strength & Security

Strength &

MEXEM Hedge Fund Marketplace

Hedge Fund Marketplace

MEXEM Account Structure


Contact our institutional sales team to learn more.


Your Benefits

Borrow at the lowest rates and manage client spending and investing from one master account.

Cash, Reg-T, and Portfolio Margin accounts can be individually margined.

The lowest margin rates, starting at 0.75%.

Invest in global stocks, futures, options, bonds, and funds on over 150 markets from a single integrated account.

Cash management tools are integrated into the Family Office master account.

Let you and your family sub-accounts divide investments among more stocks with fractional shares to achieve a more diversified portfolio.

Manage one or more client accounts and grant permission-based access to trading and reporting functionality.

Track your family investments from selected benchmarks with Portfolio Check-Up and Portfolio performance reporting tools.

Uncover Global Opportunities

Invest in stocks, options, futures, currencies, bonds, and funds from a single integrated account. Fund your account and trade assets denominated in multiple currencies while accessing market data 24 hours a day, six days a week.







Explore our Global Offering

Bond Marketplace

We strive to furnish the best deal on bonds by advancing the highest of all bids and lowest of all offers we receive to our clients from the electronic venues we access.

Short Securities Availability

The Shortable Instruments (SLB) Search Tool is a fully electronic, self-service utility that allows clients to search available Shortable Securities from the Client Portal.

Mutual Fund Marketplace

Search over 44,000 available mutual funds from more than 400 fund families with Mutual Fund Marketplace and Search Tool. Filter funds by country, fund family, transaction fee, or fund type.

Technology to Help Advisors Succeed

Trading Platforms

Effective and award-winning trading platforms and tools available on Desktop, mobile, web, and API allow you to manage client assets.

Order Types and Algos

With over 100 order types, any preference, whether limit orders or complex algorithmic trading, you will be able to execute any trading strategy.

Pre-Trade Allocations

You can allocate block trades to multiple accounts using pre-trade allocations.

Free Family Office Tools

Spot market opportunities, analyze results, manage your account and make informed decisions.

Develop Client-Centric Investment Portfolios

Integrated Client Management

A new set of tools is available for you and your clients to make investment decisions based on more than just financial factors through ESG scores from Thomson Reuters.

Interactive Advisors

An actively managed Robo-advisor and pioneer in online investing offering low-cost, diversified, and customized portfolios.

Environmental, Social and Governance (ESG)

ESG scores from Thomson Reuters give you and your clients a new set of tools for making investment decisions based on more than just financial factors.

Client Risk Profile

The client risk profile enables you to recommend suitable investments for your clients and to understand clients’ resilience to risk.

Model Marketplace

The repository of model portfolios provided by third-party vendors helps you spend your time more efficiently with clients.

Model Portfolios

Models allow Advisors to create financial instrument groupings based on specific investment themes and invest client funds into the Model rather than taking time to invest in multiple, single instruments.

Integrated Cash Management

A new set of tools is available for you and your clients to make investment decisions based on more than just financial factors through ESG scores from Thomson Reuters.

Debit Mastercard

By adding a MEXEM Debit Mastercard to your account, you can automatically borrow against your broker account at low margin rates without monthly minimum payments or late fees. Conveniently access your account funds wherever Debit Mastercard is accepted.

Transfer Money Easily between your Bank and MEXEM

US-based clients can transfer funds conveniently between their MEXEM account and US-based accounts electronically through ACH.

Use Bill Pay to Pay Invoices Conveniently

Bill Pay lets you send electronic funds to vendors like tax authorities, your cellular provider, or your cable company conveniently.  You can also automatically borrow at the lowest rates if you don’t have sufficient idle cash in your account.

Conveniently Deposit Funds

Use our mobile app to deposit checks anywhere, or sign up for automatic payroll deposit.

Your reliable broker

Investors need to ensure that their broker is secure and can endure good and bad times when placing money with the broker.  With a strong capital position, conservative balance sheet, and automated risk controls, Mexem and our clients stay protected from large trading losses.


Nasdaq Listed


Equity Capital*


Privately Held*


Excess Regulatory Capital*


Client accounts*


Daily Avg Revenue Trades*

*MEXEM and its affiliates. For additional information view our Investors Relations - Earnings Release section by clicking here.

Mexem protection
MEXEM Reliable Broker

Hedge Fund Marketplace

MEXEM customers who are Accredited Investors or Qualified Purchasers under SEC rules can view information about and invest in independent Hedge Funds available through the online Hedge Fund Marketplace.

  • Securely browse and invest in participating Hedge Funds
    operated by third-party managers.
  • View and download basic information about participating
  • Contact the Fund management company or let the Fund contact you.  Once your investment decision has been made and the appropriate documents signed with the Fund, you can easily transfer funds from your Mexem account to and from the Fund.

On-Demand Learning at MEXEM

To stay ahead, even experienced traders and investors need to keep learning.  MEXEM provides several resources to guide
you in understanding MEXEM products and services, markets, and technology.

Traders’ Academy Courses and Tours

Take a course to explore stocks, options, futures, and currency trading, or get quickly up to speed on Trader Workstation and
TWS online trading tools with one of our interactive tours.

Family Office Account Structure

A master account linked to multiple client accounts.

MEXEM Family Offices

Account Information

Manage multiple accounts of varying types under a single login including, Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures.

Client users can directly fund, view statements, and trade and automated allocations based on pre-trade defined criteria.

Accounts from citizens or residents of all countries are accepted, except citizens or residents of those countries or regions on the sanction list of the US Office of Foreign Asset Controls or similar lists; or other countries determined to be higher risk.

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