What is a Friends and Family Advisor account?

MEXEM's Friends and Family Advisor solutions let you maintain, trade and report on numerous accounts from a single master account and serves as a first step for advisors starting or growing their business. The Friends and Family Advisor account allows you to manage 15 or fewer accounts of varying types under a single login including Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures. Please note, the Friends and Family Advisor account is not available to clients of MEXEM Hong Kong Ltd. For additional information, please review the webpage for MEXEM's Friends and Family Advisor account structure.

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.