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MEXEM provides access to a wide range of global financial products through a single MEXEM Universal Account, including stocks, options, futures, currencies, bonds and ETFs, subject to account eligibility, trading permissions and applicable regulations. Clients can benefit from professional trading platforms, competitive pricing, global market access, account reporting tools and dedicated client support. The MEXEM Universal Account allows clients to manage multiple products and currencies from one account, making it possible to invest and trade across international markets through a single platform. Account approval, product availability and trading access depend on the client’s profile, country of residence, account type and applicable regulatory requirements.

The Base Currency is the main currency used for account reporting, margin calculations and certain account charges. MEXEM accounts can hold positions and cash balances in multiple currencies. Because of this, one currency must be selected as the Base Currency so that account values, balances and statements can be translated and displayed consistently. The Base Currency is also used for margin calculations. Since cash and securities in one currency may be used as collateral for positions denominated in another currency, a common currency is required to calculate account equity, margin requirements and margin compliance. Certain fees or account charges may also be displayed or charged in the account’s Base Currency, depending on the fee type and applicable account settings. Many clients choose the currency of their country of residence, or the currency in which most of their income and assets are denominated.

The documents required during the application process may vary depending on the client’s country of residence, account type and the information provided in the application. For an Individual account, clients are generally required to provide: - Proof of identity, such as a valid passport, national identity card or driver’s license. - Proof of residential address, such as a recent utility bill, bank statement, government-issued document or other accepted document showing the client’s full name and residential address.
The proof of address should normally be recent and clearly show the same residential address provided in the application.Additional documents or clarifications may be requested during the compliance review, depending on the client’s profile, country of residence, tax information, funding method or account activity. Clients can view the specific document requirements during the online application process.

To identify the market data subscription required for a specific product, enter the product symbol on a quote line in TWS. Then right-click the quote line and open the Market Data Subscription Manager. The Market Data Subscription Manager will show the available subscriptions through which real-time quotes may be obtained for that product, based on the client’s Professional or Non-Professional market data status. Clients can also manage market data subscriptions from the Client Portal by going to Settings > User Settings > Trading Platforms > Market Data Subscriptions. Market data availability and pricing may vary depending on the exchange, product, account status, market data classification and subscription selected.

To sell a stock in TWS, add the security or ticker symbol to your Watchlist.Right-click the symbol and select Trade > Order Ticket or Trade > Order Entry. In the order window, choose Sell and enter the order details, including quantity, order type, price and time-in-force. Before submitting the order, review the order preview and confirm that the details are correct. Once ready, transmit the order. Please note that selling shares already held in the account is different from selling short. If the sell order would create a short position, the account must have the required trading permissions, margin eligibility and stock availability.

Client Portal is a web-based platform that allows clients to view their account, monitor positions, access reports, manage account settings and place orders. It is designed for clients who prefer a web interface and do not need all the advanced tools available in Trader Workstation. From Client Portal, clients can view account balances, portfolio performance, watchlists and key account metrics, as well as access web-based tools and reports. Clients can also place trades from Client Portal, subject to account status, trading permissions, product availability and market data access. To access Client Portal, click Log In on the MEXEM website and enter your MEXEM username and password.

Clients can enable trading outside regular trading hours from the Global Configuration menu in TWS. To do this, open TWS and go to Edit > Global Configuration > Presets. In the Timing section, select the option “Allow order to be activated, or filled outside of regular trading hours (if available)”. Then click Apply and OK to save the changes. If the client only wants the order to be eligible during the pre-open session, and not during the after-hours session, they can select the option “Allow order to be routed and executed during pre-open session”, where available. Please note that outside regular trading hours availability depends on the product, exchange, order type and market session. Trading outside regular hours may involve lower liquidity, wider spreads and higher price volatility.

To enable MEXEM Mobile authentication on iPhone, download and install the MEXEM Mobile app from the Apple App Store. Open the app and select ’’I have an account’’. On the following page select ’’Register MEXEM-Key’’ then follow the instructions through the activation process. Once activation is complete, MEXEM Mobile authentication can be used as the two-factor authentication method when logging in to the Client Portal, trading platform or MEXEM Mobile. Clients should keep the app installed and notifications enabled, as login approvals may be sent through the app.

MEXEM Mobile allows clients to convert currency either to establish a cash balance in another currency or to trade products denominated in a foreign currency. To place a simple currency conversion, open the side menu in MEXEM Mobile and select Convert Currency. Choose the currency you have, enter the amount, then choose the currency you want and slide to convert. Please note that currency conversions submitted through Convert Currency use a Market order.

Trading products listed on the National Stock Exchange of India is limited to Indian residents and Non-Resident Indians, also known as NRIs.

Clients can access Trader Workstation, or TWS, by downloading and installing the platform on their computer. Once installed, open Trader Workstation and enter your MEXEM username and password on the login screen. Before logging in, use the Trading Mode selector to choose between Live Trading and Paper Trading, where available. Live Trading connects to the real account, while Paper Trading opens the simulated trading environment linked to the account.

The corporate account application is completed online. To start the application, click Open Account on the MEXEM website and select Corporate Account. Follow the on-screen instructions and provide the required information about the entity, authorised representatives, beneficial owners and controlling persons. For a corporate account, the country of legal residence is generally based on the country where the entity was formed or incorporated. MEXEM accepts applications from citizens or residents of most countries, except where account opening is restricted due to sanctions, regulatory requirements or other applicable restrictions. Once the application is submitted, it will be reviewed by Compliance. Additional documentation or clarification may be requested as part of the due diligence and account approval process.

To open a paper trading account with MEXEM, clients must first have a real account. Once the real account is active, the client can create a paper trading account from the Client Portal by going to Welcome > Settings > Paper Account and creating the paper trading credentials. After the credentials are created, the paper trading account is normally activated the following business day. The paper trading account generally replicates the setup of the real account, including the approved trading permissions and account configuration. It is a simulated trading environment and may not reflect all live market conditions, executions, order behaviour or product availability exactly.

To open a new account, click Open Account on the MEXEM website and follow the application process. In most cases, accounts are opened as Cash accounts by default. During the application, a Margin account type may be offered only if the client’s profile, trading experience, financial information and investment objectives meet the relevant requirements. If the Margin account option is not available during the application, the account will generally be opened as a Cash account.

To check whether a security is available, clients can enter the symbol or ISIN into an empty Watchlist line in the trading platform and press Enter. If the security is available in the system, a contract selection window should appear, allowing the client to load the instrument into the Watchlist and, where permitted, create an order. Please note that finding a security in the platform does not always mean it can be traded by every account. Trading may depend on product availability, account eligibility, trading permissions, market access, regulatory restrictions and the client’s country of residence.

MEXEM accepts applications from citizens or residents of most countries, except where account opening is restricted due to sanctions, regulatory requirements or other applicable restrictions. Please note that submitting an application does not guarantee account approval. All applications are subject to identity verification, due diligence, account eligibility, documentation requirements and compliance review.