Forms & Guides, Everything You Need in One Place
Access your complete trading toolkit in one streamlined location. From account setup forms and regulatory documents to step-by-step video tutorials and comprehensive strategy guides, we’ve organized everything you need for trading success. Download the Psagot Trade mobile app, explore advanced platform features, or refresh your knowledge with our educational resources—all designed to support your journey from first trade to sophisticated investing.
Download the App
Forms for Download
Funds withdrawal
Foreign securities withdrawal
Deposit instructions
Account closure letter
Video Tutorials
User Guides
Desktop installation guide
Questions
and Answers
What is "Psagot Trade"?
Psagot Trade is our flagship intelligent trading platform that empowers investors to access global market opportunities across Israel, Europe, and the United States from a single integrated interface. The system combines powerful AI-driven security tracking with comprehensive market intelligence—including real-time data feeds, historical performance analytics, professional analyst forecasts, and timely economic insights.
Beyond execution capabilities, the platform provides a complete view of your investment portfolio, with detailed breakdowns of account balances, performance metrics, asset allocation, and personalized return analysis. This all-in-one solution delivers everything you need to make informed trading decisions and effectively manage your investment strategy.
Why choose Psagot Trade over my bank's trading platform?
Transitioning to Psagot Trade offers multiple strategic advantages over traditional bank trading accounts. First, you’ll benefit from our significantly lower commission structure—with reduced fees for transactions on both the Tel Aviv Stock Exchange and international markets. Our preferential foreign exchange rates further maximize your returns when trading global securities.
Beyond cost savings, Psagot Trade delivers superior service with our dedicated support team available throughout all trading hours across Israeli and international markets. This combination of competitive pricing, comprehensive market access, and responsive professional support creates a trading experience that traditional banking platforms simply cannot match.
Who is Psagot Trade designed for?
Psagot Trade serves a diverse spectrum of market participant —from first-time investors building wealth to active traders executing sophisticated strategies. The platform is particularly valuable for cost-conscious investors seeking to maximize returns through our industry-leading fee structure, while still accessing professional-grade trading capabilities typically reserved for institutional clients.
Our system delivers exceptional value to those who appreciate the perfect balance of technological innovation and human expertise—combining our advanced digital platform with the stability of Israel’s premier investment house and our team’s personalized guidance. Whether you trade occasionally or daily, manage a focused portfolio or diversified holdings, Psagot Trade adapts to your unique investment approach while providing the tools, security, and support to elevate your market participation.
Does Psagot Trade provide support and service during all trading hours?
Certainly. Our trading desk is at your service during all market operating hours.
Can I trade both locally and internationally using the Psagot Trade app?
Our unified trading ecosystem provides comprehensive access to both the Tel Aviv Stock Exchange and major international markets across North America, Europe, and Asia—all integrated within a single, intuitive interface. This seamless approach eliminates the complexity and inefficiency of managing multiple trading platforms, allowing you to execute your global investment strategy with unprecedented simplicity and precision. Monitor diverse markets simultaneously, analyze cross-border opportunities, and execute transactions across different exchanges with the same familiar tools and workflow, regardless of which market you’re trading in.
I currently trade through my bank. Is transferring funds to trade with Psagot secure?
Absolutely. Psagot Securities is a licensed exchange member, and all client funds are securely held in trust in individual bank accounts at a regulated Israeli financial institution.
Does Psagot Trade handle all tax aspects related to securities trading?
The system calculates the client’s tax liabilities and credits, offsets any losses, and processes the necessary payments to the tax authorities in compliance with the Income Tax Ordinance.
From Traditional Trading to Smart Trading
The new Psagot Trade platform revolutionizes the trading experience with cutting-edge technology and an intuitive interface. Designed for both beginner and experienced investors, the platform offers real-time market insights, AI-driven analytics, and seamless execution of trades across global markets. With a fully digital, paperless experience, Psagot Trade ensures maximum security, transparency, and efficiency at every step.
Gain control, trade smarter, and stay ahead with Psagot Trade.
