MEXEM Registered Investment Advisors

Registered Investment Advisors

Our end-to-end custody solution helps advisors of all sizes manage their investment portfolio and business. Efficiently build a competitive advantage with our award-winning trading platforms, streamline workflow with Investment Models, and serve clients at a lower cost.

MEXEM Lower Costs

Lower Costs

MEXEM Innovative Technology


MEXEM Advisor Portal

Advisor Portal

Reporting & Analytics

Reporting &

MEXEM Client Billing

Client Billing

MEXEM Client Support


MEXEM Global Markets


MEXEM Strength & Security

Strength & Security

MEXEM Account Structure


MEXEM Account Opening

Account opening

Contact our institutional sales team to learn more.

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Your Benefits

Zero ticket charges, custodial fees, and minimums apply.  Also, no technology, software, platform, or reporting fees are applicable.

We offer a low-cost global trading and custody solution to all advisors.

You can trade stocks, futures, options, bonds, and funds on over 150 markets from a single integrated master account.

The CRM, portfolio management, and trading platform are free, as well as PortfolioAnalyst, a tool to consolidate your client's complete portfolio.

Services include free compliance and website building.

Flexible and automated client billing.

MEXEM Lower Costs

Lower Costs

Our transparent, low commissions and financing rates, support for best price execution, and stock yield enhancement program help minimize costs to maximize your returns.

Lower costs

MEXEM offers the lowest commissions and access to stocks, options, futures, currencies, bonds and funds from a single integrated account. If an exchange provides a rebate, we pass some or all of the savings directly back to you.

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Lowest Financing Costs

We offer the lowest margin loan interest rates of any broker, according to the 2021 online broker review. Click below to calculate your own sample margin loan interest rate.

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Earn Extra Income

Earn extra income on the fully-paid shares of stock held in your account. MEXEM borrows your shares to lend to traders who want to short and are willing to pay interest to borrow the shares. Each day shares are on loan you are paid interest while retaining the ability to trade your loaned stock without restrictions.

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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.

Goal Tracker

The hypothetical performance of a portfolio and how likely you are to achieve your goals is predicted and monitory by Goal Tracker.

Advisor Tools

The free advisor tools allow you to spot market opportunities, analyze results, manage your account and make informed decisions.

Allocation Order Tool

Transform and streamline the creation, execution, and allocation of group orders and capture opportunities in volatile markets by developing and deploying investment strategies.

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 Refinitiv.

MEXEM's Client Risk Profile

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

Impact Dashboard

The impact dashboard helps you identify and invest in companies that share the same values as your clients.

ESG Impact Profile

The ESG Impact Profile is helpful to understand client preferences related to socially responsible and impact investing.

With Investment Models, you spend your time on your clients

Model Portfolios allows you to streamline your workflow by investing your client assets. Set up a portfolio of financial instruments and subsequently trade this model on behalf of your clients.

You can set target percentage allocations.

invest all or a portion of clients' funds into the model.

view and track model performances.

MEXEM Investment Models

Browse over 70, low cost, well-diversified Portfolios

Free advisor tools to create your own models

3 Easy ways to start with Models

MEXEM Advisors TM

Models by recognized

Symbol by Symbol


Choose from more than 50 portfolios in various styles, like Smart Beta, ESG and more.

Choose from top-tier vendor models like John Hancock, Global X, Investment Management and more.

Customized controls and advanced tools to manage and rebalance your investments, allows you to build your model symbol-by-symbol.



Exclude Certain Stocks

Rebalance Reminders



USD 0.01 to 1.00

USD 0.01 to 1.00

USD 0.00

Advisor Portal

A free and effective Client Relationship Management (CRM) platform for advisors on the MEXEM platform.

Integrated Client Management
Manage the entire client acquisition and relationship lifecycle

Efficient Design
Use simplified workflows to manage your relationships effectively

Reliable Client Onboarding Processes
Access multiple options for adding and migrating clients to the platform

Manage User Access Rights
Create one or more Security Officers and designate up to 250 users

Explore our Advisor Portal

Reporting & Analytics

Powerful Reporting Solutions

Our statements and reports cover all aspects of your Mexem account with simple, customizable viewing

MEXEM Reporting & Analytics

View and Download statements

View and download account activity, including cash balances and transactions in different formats.

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Daily Margin Reports

Detailed requirements by underlying.

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Transaction Cost Analysis (TCA)

Track the quality of your orders’ transaction price versus market conditions.

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Tax Optimizer

Change tax lot-matching methods to optimize gains and losses.

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Flex Queries

Create statement templates (Flex queries) to customize the most granular activity data.

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Flexible Client Billing

The CRM lets you implement flexible fee structures, automate fee administration and provide dynamic fee management.

Flexible Fee Structures

Invoice clients for services rendered

Fee structures for client charges include percent of net liquidation value, blended fees, flat fees, and others

Automated Fee Administration

Assign client fees to individual accounts or apply fees across clients with templates

Charge client commissions or effortlessly reimburse fees

Dynamic Fee Management

Set maximum invoicing amounts or percentage cap.

Meet compliance obligations through notifications to clients of advisory fee details

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Client Support

Advisors on the MEXEM platform have access to many resources to manage their business effectively.

MEXEM Compliance Support

Compliance Support

Greenwich Compliance

Provides tailored solutions to help advisors meet their registration and compliance needs.

RIA Compliance Center

Additional information on registration and compliance requirements for advisors with major compliance matters.

Website and Branding Support

Client Sites for RIAs

We provide a complimentary website with custom graphic design and modern functionality.

Integrated Cash Management

MEXEM integrates its cash management into your broker account, unlike other brokers with separate bank accounts transferring cash back and forth. This approach allows you to always borrow at the lowest rates without a cash transfer.

The MEXEM 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 Conveniently Pay any Invoice

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.

Deposit Funds Conveniently

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

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.

Access to Cryptocurrencies

The Mutual Fund Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search 44,000+ funds from more than 400 fund families and filter funds by country, fund family, transaction fee or fund type.

*Depending on client monthly volume, with a $1.75 minimum commission per order, but no more than 1% of trade value.

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

Advisor Account Structure

MEXEM Advisor Account Structure

Account Information

Support clients from over 200 countries and territories with a single, integrated advisor master account.

Advisors who manage client accounts above state registration minimums must be registered under local regulatory law. (generally 16 or more accounts and $25 million in assets).

The account can be white branded with an advisor's corporate identity. Advisor master account holders must be 21 years or older.

Individual and Joint account holders under an Advisor account structure can add authorized traders to become STL accounts.

Professional Registered Investment Advisors can create multiple-tier accounts by adding Advisor, Proprietary Trading Group Separate Trading Limit (STL), and Multiple Hedge Fund master accounts to their account structure.

Open a Registered Investment Advisor Account

Our Advisor accounts allow Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) to execute and allocate trades among multiple clients from a single order management interface.

For other Institutional Account Types, click here.
For other Individual Account Types, click here.

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