What makes us
different

US/non-US individuals or entities may open accounts with a minimum investable amount of $100,000 for advisory accounts and $50,000 for I-Maps accounts.

Brokerage, advisory, and cash management accounts are opened in the United States using our custodian, Pershing, a Bank of New York Mellon’s division. Other custodial options are available. Please consult with your investment professional or ask us.

A valid government-issued identification, proof of residence, and a verifiable source of funds are needed to open an account. For non-individual accounts, additional documentation requirements will apply.

Clients pay fully disclosed commissions and/or mark-ups on transactions and trades made in brokerage accounts, management fees on mutual and other fund vehicles, and advisory fees on assets under management for advisory accounts. These commissions and fees are usually agreed to with the investment professionals at the inception of the relationship.

In addition to these fees, clients pay an annual account maintenance fee and certain confirmation charges. A fully disclosed pricing sheet is available upon request.

Insigneo investment professionals, affiliated entities, and support staff speak English, Spanish, and Portuguese.

Your assets are protected by Securities Investor Protection Corporation (SIPC®) Coverage. Pershing is a member of the SIPC, which protects customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at sipc.org.

Excess of SIPC Coverage Through Underwriters at Lloyd’s and Other Commercial Insurers. In addition to SIPC protection, BNY Pershing provides coverage in excess of SIPC limits from certain underwriters in Lloyd’s insurance market and other commercial insurers. The excess of the SIPC insurance program is valid through February 10, 2025, for Pershing LLC accounts. It provides the following protection for Pershing LLC’s global client assets: › An aggregate loss limit of $1 billion for eligible securities over all client accounts › A per-client loss limit of $1.9 million for cash awaiting reinvestment — within the aggregate loss limit of $1 billion.

SIPC and the excess of SIPC coverage do not protect against loss due to market fluctuation. An excess of SIPC claim would only arise if Pershing failed financially and client assets for covered accounts — as defined by SIPC — cannot be located due to theft, misplacement, destruction, burglary, robbery, embezzlement, abstraction, failure to obtain or maintain possession or control of client securities, or to maintain the special reserve bank account required by applicable rules.

Insigneo is a FINRA member broker-dealer registered with the U.S. Securities and Exchange Commission. We are also registered in certain foreign jurisdictions.

Your statement is the only official document regarding the value of your account. Although we do not provide alternate summarized account value reports, your advisor or introducing institution may do so, or you may receive aggregated reports through Orion, our account aggregation system. In those cases, please always compare the values provided by the report with your official Insigneo statement. The investments you have in custody with us will show on your official account statement.

This statement will be received by you in the mail and/or through an email sent from an “insigneo.com” address. If you have any questions about how to read your statement or to view any discrepancies, contact us at compliance@insigneo.com.

For any customer service questions about your account or establishing a relationship with Insigneo, you can call us at +1 305 373-9000 or email us at info@insigneo.com. We speak English, Spanish, and Portuguese.