Passfolio Review
4.0/5

Passfolio Review

En este detallado análisis de Passfolio, nuestro equipo de investigación de brokers online ha cubierto algunos de los aspectos más importantes que debe tener en cuenta a la hora de elegir el mejor broker para sus necesidades de trading online.
Más Info
Las operaciones con CFDs conllevan un alto nivel de riesgo y pueden no ser adecuadas para todos los inversores.
Home » Choosing an online broker » Passfolio Review
Pros
  • Plataforma de negociación móvil intuitiva
  • Recursos educativos
  • Múltiples instrumentos financieros
  • Cons
  • No hay plataformas de negociación MetaTrader
  • No hay herramientas de negociación independientes
  • No hay CFD
  • Apalancamiento restringido
  • Passfolio is a San Francisco fintech company that offers online trading services to a global clientele. The firm is a United States Money Services Business and SEC-registered broker-dealer. The broker allows traders in over 170 countries to invest in various financial assets, including United States dollars, stocks, ETFs, and REITs, using their local currency or cryptocurrency.

    show 1 Passfolio Review, Pros & Cons 2 Passfolio Overview 3 Passfolio Regulation 4 Passfolio Countries 5 Passfolio Platforms 6 Passfolio Trading Tools 7 Passfolio Education 8 Passfolio Instruments 9 Passfolio Accounts & Fees 10 Passfolio Support 11 Passfolio Deposit & Withdrawal 12 Passfolio Account Opening 13 Passfolio Summary

    Passfolio Review, Pros & Cons
  • Intuitive mobile trading platform
  • Educational resources
  • Multiple financial instruments
  • No MetaTrader trading platforms
  • No standalone trading tools
  • No CFDs
  • Restricted leverage
  • In this detailed Passfolio review, our online broker research team has covered some of the most important aspects for you to consider when choosing the best broker for your online trading needs.

    Passfolio Overview

    Passfolio was founded in 2018 with the mission of democratizing investment opportunities and providing fast, easy, and secure access to the US market. They provide traders with a proprietary trading platform that is available as a mobile app. The minimum deposit required to begin trading is $100. Traders also benefit from educational resources and a client support team.

    Passfolio Regulation

    Passfolio is the brand name of Panchain, Inc. Passfolio Securities LLC and Passfolio Financial LLC are fully-owned subsidiaries of Panchain, Inc. Passfolio Securities LLC is a member of the Financial Industry Regulatory Authority (FINRA) and the SIPC.

    Passfolio Countries

    The broker states that its services are not available in locations or countries and territories where the services may be illegal. If you access the broker’s services from other locations, you do so at your own risk and are responsible for compliance with local laws. In particular, Passfolio is not authorized by the Brazilian Securities and Exchange Commission (CVM) to offer securities distribution services to investors who reside, are domiciled or incorporated in the Federative Republic of Brazil.

    Some Passfolio features and products mentioned within this Passfolio review may not be available to traders from certain countries because of legal restrictions.

    Passfolio Platforms

    Passfolio offers an easy-to-use trading platform that is developed in-house for trading the available financial assets. The platform has a user-friendly interface, which makes it suitable for all levels of traders. It allows you to create your account in a few minutes, add funds to your account using your local currency, and start investing with just $100; there are no commission fees. The broker presents its proprietary trading platform as mobile trading apps that are compatible with smartphones running on Android and iOS.

    Passfolio Trading Platform

    Passfolio Trading Tools

    There is no standalone trading tool on the broker’s website at the moment. Traders are expected to make do with the built-in tools of the Passfolio trading platform.

    Passfolio Education

    The broker’s website contains a selection of educational resources to enhance clients’ trading skills and knowledge. They include blogs, articles, trading guides, and more.

    Passfolio Trading Articles

    Passfolio Instruments

    Passfolio offers the following financial instruments: United States Dollars, Stocks, ETFs, Cryptocurrency, and REITs

    Passfolio Accounts & Fees

    The broker allows clients to create a live trading account to begin trading online.

    begin trading online

    As broker fees can vary and change, there may be additional fees that are not listed in this Passfolio review. It is imperative to ensure that you check and understand all of the latest information before you open a Passfolio broker account for online trading.

    Passfolio Support

    The broker provides traders with a customer support team that is polite and prompt in response. They can be reached via telephone, email, Live Chat, and social media.

    Passfolio Deposit & Withdrawal

    The broker accepts the following payment methods for both account deposits and withdrawals: bank transfers and electronic payment processors.

    Passfolio Account Opening

    To open an account, click on the Get Started button. Fill out the account application form properly, entering your tax number, name, address, email, and phone number. You will be required to scan your ID and verify your email address to complete the process.

    Passfolio Account Opening Page

    It is imperative to ensure that when you are going through a broker application, you clearly read all of the broker’s terms, conditions, and policies. Only proceed if you fully understand and agree to them.

    Passfolio Summary

    Passfolio is an online financial services provider that operates out of San Francisco, offering access to the global financial markets via its proprietary trading platform. Traders benefit from educational resources and a client support team. The minimum deposit required to open a live trading account is $100, while no commission is charged on trades.

    All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Consider the investment objectives, risks, charges, and expenses of a fund before investing.

    Min $100 Deposit

    Passfolio is a US-based online financial services provider offering traders in over 170 countries access to the stock markets via its proprietary trading app.

    Passfolio Review Details

    Deposit Methods
    Spread
    Cost and Earnings
    Restricted Countries

    Passfolio se fundó en 2018 con la misión de democratizar las oportunidades de inversión y proporcionar un acceso rápido, fácil y seguro al mercado estadounidense. Proporcionan a los traders una plataforma de trading propia que está disponible como app móvil. El depósito mínimo requerido para comenzar a operar es de 100 dólares. Los operadores también se benefician de recursos educativos y de un equipo de atención al cliente.

    Más Info
    Las operaciones con CFDs conllevan un alto nivel de riesgo y pueden no ser adecuadas para todos los inversores.
    4.0
    Platform Security
    4.0
    Buy Options & Fees
    4.0
    Services & Features
    4.0
    Customer Service
    4.0 Overall Rating
    Passfolio Review
    4.0/5