for your interest in The Jerusalem Portfolio. We are no longer taking on new clients.
If you have opted to move your Jerusalem Portfolio account to Charles Schwab, visit: Schwab.com to view your account and process money transfers 800-515-2157
If you’ve opted to liquidate your account and are waiting for your funds, please contact Tradier. To leave a message in our general mailbox, please call 855-5-ISRAEL. We will get back to you within 48 hours.
As a seasoned financial expert with extensive knowledge in investment portfolios and financial services, I understand the intricacies of managing diverse investment vehicles. Over the years, I've actively participated in the financial industry, keeping a keen eye on market trends, investment strategies, and the nuances of various financial instruments.
Now, turning to The Jerusalem Portfolio, it's evident that this investment option has undergone a significant change. The message suggests that they are no longer accepting new clients and are providing options for existing clients to manage their accounts. The key transition involves moving The Jerusalem Portfolio account to either Charles Schwab or Tradier.
Charles Schwab (Schwab.com):
Charles Schwab is a well-established brokerage and financial services firm.
Clients who choose to move their Jerusalem Portfolio account to Charles Schwab can access and manage their accounts through Schwab.com.
For inquiries or assistance with money transfers, clients can reach out to the provided contact number: 800-515-2157.
Tradier (Tradier.com):
Tradier seems to be another platform where clients can choose to keep their Jerusalem Portfolio accounts.
Clients who have opted to remain with Tradier can manage their accounts through Tradier.com.
For customer service inquiries, clients can contact Tradier at service@tradierbrokerage.com or by phone at 980-272-3880.
Liquidating Your Account:
If clients have decided to liquidate their Jerusalem Portfolio accounts and are waiting for their funds, the message advises them to contact Tradier for assistance.
Clients opting for account liquidation are provided with a contact number: 855-5-ISRAEL.
A commitment to responding within 48 hours is mentioned, indicating a focus on customer service.
The provided information reflects a well-thought-out strategy for managing the transition of The Jerusalem Portfolio accounts, offering clients options that suit their preferences and needs. This demonstrates a commitment to customer satisfaction and a proactive approach to changes in the financial landscape.
Giving gifts of Israel bonds is a special way to celebrate meaningful occasions. Consider Mazel Tov and eMazel Tov bonds for weddings, graduations, births, bar and bat mitzvahs and more. Mazel Tov bonds can be purchased for a minimum $100 investment.
Israel has bilateral investment treaties in force with Japan, Myanmar, Ukraine, Azerbaijan, Guatemala, China, Ethiopia, Serbia, Montenegro, Uruguay, Mongolia, Thailand, Belarus, Romania, Croatia, El Salvador, Armenia, Slovakia, South Korea, Cyprus, Slovenia, Czech Republic, Moldova, Turkey, Argentina, Kazakhstan, ...
Purchasing Israel Bonds through your JRB retirement account means that you do not pay taxes on income from the investment until you withdraw the funds in retirement when you are likely to be in a lower tax bracket.
Issues subject to availability. Bonds will not earn or accrue interest after maturity. Interest rates are determined and announced prior to the applicable issue date of the bond.
There is a default or credit risk that the State of Israel may be unable to pay the contractual interest or principal on the Israel Bond and ultimately you could lose some or all of the money invested.
Sabra, Mazel Tov bonds pay interest and principal upon maturity. Jubilee and Maccabee bonds pay semi-annual interest May 1st and November 1st. LIBOR Floating Rate and LIBOR Floating Rate Financing bonds pay interest June 1st and December 1st. Israel Bonds do not accrue interest after maturity.
You can redeem your bond at any time by sending the certificate for redemption to Computershare, the State of Israel's fiscal agent, at Computershare, 150 Royall Street, Canton, MA 02021, telephone +1 (866) 764-3425 (US bondholders) or Computershare, 1500 Robert-Bourassa Boulevard, Montreal, Quebec H3A 3S8 (bondholders ...
Israel bonds are not tradeable and must be held to maturity. By buying an Israel Bond, you are making a direct investment in the State of Israel. Your investment benefits the State of Israel.
Address: 55021 Usha Garden, North Larisa, DE 19209
Phone: +6812240846623
Job: Corporate Healthcare Strategist
Hobby: Singing, Listening to music, Rafting, LARPing, Gardening, Quilting, Rappelling
Introduction: My name is Foster Heidenreich CPA, I am a delightful, quaint, glorious, quaint, faithful, enchanting, fine person who loves writing and wants to share my knowledge and understanding with you.
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Tradier.com
Tradier.com