Investment Account Features
& Benefits

An investment account through Delta Equity provides clients with access to the world’s financial markets and investment products from anywhere around the globe. In addition to providing the capability to buy and sell equity, fixed Income, mutual fund, ETF and annuity products, we offer multicurrency execution capabilities in over 65 exchanges through local relationships, third-party electronic access, and through the exchange memberships of our clearing firm, Pershing, LLC.

Some of the many features and benefits of an investment account through Delta Equity include:

• The personal services of an independent financial advisor
• Secure internet account access from around the globe
  NetEx Client Brochure
• Trading in most foreign markets and currencies
• Banking and investing combined through one account
  ProCash Brochure
• Credit management services make the most of your investments
  Loan Advance Brochure
• Consolidated reporting of all accounts and positions
• Unlimited account protection from financial institution failure
  Unlimited Account Protection
• The security of The Bank of New York Mellon and Pershing, LLC

Delta Equity has branch offices throughout the US and can provide financial services and products to international clients.

• Retirement Plan Services
• Working Behind the Scenes
• How to Read your Statement
• Maximize the Benefits
• Unleash the Potential of your Brokerage Account

CONTACT US

If you have any questions, please e-mail us.

Main Phone
(978) 779-5361

Toll Free Phone
(800) 649-3883