Wealth Management

INVESTBANK Financial Advisors are here for you to:

Prioritize

your financial Goal and create personalized Financial Strategy that is uniquely yours.

Focusing

on your short – long term investment target.

Listen

to your Investment needs and what matter the most to you and your family.

Online Trading Platforms (INVESTRDAE)

Services

  • Fixed Income
  • Mutual Funds
  • ETFs
  • Farctional Bonds
  • US Equity Market
  • European Equity Market
  • UK Equity Market
  • GCC Equity Market
  • Canada Equity Market
Activation Related
What is INVESTRADE?

INVESTBANK Online trading platform, where you can invest your money anytime and anywhere, to help you reach your financial goals, and be your stop shop for investing.

What do I need in order to access the Invest Bank Online platform/ INVESTRADE online platform?
If you are not INVESTBANK client you need to open an account with INVESTBANK and sign the terms and Conditions to open investment account, fill your investment profile and you will be eligible to receive the login details for the online trading platform INVESTRADE.

If you are a client at INVESTBANK client you need only to sign the terms and Conditions to open investment account, fill your investment profile and you will be eligible to receive the login details for the online trading platform INVESTRADE.

What is Investment profile?
An investment tool that captures your general attitude towards your investment needs, objectives and risk profile. You should maintain an updated investment profile in order to invest with Invest Bank (Online or Over the Phone).
What is suitable assessment?
A suitable assessment is an evaluation of your risk appetite based on the information provided on your investment profile i.e. risk tolerance, investment objectives, investment experience or knowledge, financial situation and financial needs.
Who should I contact if I need to know more details about investing with INVESTBANK?

You can contact INVESTBANK Wealth Management department team who can help you to get more details about the Investment with INVESTBANK.

Contact Details: +962 6 500 1500 – Ext 1508

Email: [email protected]

2. You can contact INVESTBANK call center at +962 5001515 (Personal Banking) OR +962 500 1510 (PRIME Banking). If you are a Prime Banking client you may also contact your dedicated Relationship Manager.

Transactions Related
What transactions can I place via the online platform?
You can place subscription order (buy) or redemption orders (sell) via the online trading Platform (INVESTRADE) on different asset class (Equity, ETFs, Mutual Funds and Bonds).
What is dealing day?
The dealing day refers to specific days in which you can subscribe/Buy or redeem/sell holdings in your investment portfolio.
When will my account be debited for subscriptions orders through the online platform?
Upon successful receipt of your order, your account will be blocked with the total settlement amount. The debit to your account will occur after your order has been confirmed.

Please you need to keep your account sufficiently funded to ensure you request is completed (refer to T&Cs). In case your order is rejected you will be contacted by either your relationship manager or representative from your branch.

Which type of accounts can be used for subscriptions or redemption?
You can use your CIPR account, and the same will be linked to your current and savings account to transfer the cash in and out.
What is the CIPR or investment account number?
The investment account number is a unique account that is created for you solely for purposes of facilitating your investment. This number will be referenced in all notices concerning your investment with us.
What Take profit means?
Take Profit Order is an order placed by the Account Holder that closes a particular trade once it reaches a certain level of profit.
Mutual Funds Related
What transaction on Mutual funds I can place via online platform?
Through online platform you can place subscriptions order (Buy) and/or redemption order (Sell), the Buy orders can be either lumpsum MF or Saving Plan.
What is lump sum Mutual Fund order mean?
A lump sum order mean in which units of a Mutual Funds are purchased in one go.
What is the minimum amount for each subscription?
Each fund house will have a specific minimum investment amount which you will be able to view on the online platform.
What is the indicative NAV?
The indicative Net Asset Value (NAV) is the indicative price which you will be purchasing each unit of the fund. This number is quoted on a daily basis (end of day) and could fluctuate based on market conditions.

The price on the platform will not show you the price as of today, as the unit price of an investment fund will be calculated after all markets close and will be announced on the next business day.

Saving Plan Related
What is Saving Plan order mean?
Investing Fixed amount of money on a monthly basis for a specified period of time, which will help you to get the benefit of Dollar cost averaging.
What is Dollar cost averaging mean?
When making investment and buying a fixed sum of a particular investment on a regular schedule. When prices go up fewer units will be purchased and when process go down more units will be purchased. The average cost of each unit acquired will be lower than the funds average price over the same period.
When will my saving plan will be executed?
Your saving plan will be executed on the due date you selected when you started your plan.
What is the consequences on my saving plan if I don’t have enough cash in the account?
Purchasing units for saving plan will be executed only when you have cash in the account, otherwise your investment will be executed in the following month.
What should I be concerned with as an investor?
ESG & Investment
How to invest in your 20s and where
Interest rate and its impact on the Market, Individuals & Banks

The importance of Diversification

How to invest Smartly
One million Dollar question
How to Invest in your 20s and Where
Cash or Invest

How to Apply for PRIME Plus

Activating PRIME Plus is simple:

  • Log In: Access your account on iBank.jo.
  • Activate PRIME Plus: Navigate to the PRIME Plus section to activate the service.
  • Reach Out for Help: For assistance, contact our dedicated PRIME contact center or use the secure messaging feature on iBank.jo for support.

Terms and conditions apply.